Trinity Wealth Management
XLI icon

Trinity Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Trinity Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-14,157
Closed -$2.62M – 94
2026
Q2 		$2.62M Buy
+14,157
New +$2.46M 0.83% 31
2025
Q3 		– Sell
-23,216
Closed -$3.42M – 69
2025
Q2 		$3.42M Buy
+23,216
New +$3.17M 1.36% 17

Other funds holding XLI

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Trinity Wealth Management's XLI Position: Q3 2026 in Review

Trinity Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026, closing a stake of 14,157 shares — an estimated $2.62M sold.

Trinity Wealth Management first reported a position in XLI in Q2 2025 and held it in 2 quarters. The position peaked at $3.42M in Q2 2025. 678 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Trinity Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Trinity Wealth Management sold 14,157 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $2.62M.
  • Trinity Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and held it in 2 quarters.
  • Trinity Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $3.42M in Q2 2025.
  • 678 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.