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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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. 1,658 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.
1,658 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.