TWM
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
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

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Trinity Wealth Management's XLI Position: Q2 2026 in Review

Trinity Wealth Management opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 14,157 shares worth $2.62M. The stake represents 0.83% of the portfolio and ranks #31 among its holdings. This is a return to the name: Trinity Wealth Management previously reported a position in XLI as recently as Q2 2025.

Trinity Wealth Management first reported a position in XLI in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.42M in Q2 2025. 729 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Trinity Wealth Management held 14,157 shares of State Street Industrial Select Sector SPDR ETF worth $2.62M as of Q2 2026.
  • State Street Industrial Select Sector SPDR ETF was a new Trinity Wealth Management position in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.83% of Trinity Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Trinity Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 2 quarters since.
  • Trinity Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $3.42M in Q2 2025.
  • 729 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.