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

TritonPoint Wealth’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	$12.4M	Sell	66,681 -3,639	-5%	-$632K	1.21%	19
2026 Q1	$11.4M	Sell	70,320 -223	-0.3%	-$37.4K	1.22%	22
2025 Q4	$10.9M	Sell	70,543 -1,710	-2%	-$263K	1.11%	23
2025 Q3	$11.1M	Sell	72,253 -641	-0.9%	-$97.1K	0.96%	23
2025 Q2	$10.8M	Buy	72,894 +324	+0.4%	+$44.2K	1%	24
2025 Q1	$9.51M	Buy	72,570 +1,882	+3%	+$254K	0.91%	27
2024 Q4	$9.31M	Buy	70,688 +680	+1%	+$93.7K	0.84%	29
2024 Q3	$9.44M	Buy	70,008 +6,265	+10%	+$796K	0.86%	30
2024 Q2	$7.77M	Sell	63,743 -1,005	-2%	-$124K	0.75%	37
2024 Q1	$6.94M	Buy	64,748 +3,893	+6%	+$458K	0.73%	34
2023 Q4	$6.94M	Buy	+60,855	New	+$6.39M	0.68%	38

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

TritonPoint Wealth's XLI Position: Q2 2026 in Review

TritonPoint Wealth reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.2% in Q2 2026, selling an estimated $632K and leaving 66,681 shares worth $12.4M. The position accounts for 1.21% of the portfolio, ranked #19.

TritonPoint Wealth first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. 1,652 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

TritonPoint Wealth held 66,681 shares of State Street Industrial Select Sector SPDR ETF worth $12.4M as of Q2 2026.
TritonPoint Wealth sold 3,639 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $632K.
State Street Industrial Select Sector SPDR ETF made up 1.21% of TritonPoint Wealth's portfolio in Q2 2026, its #19 holding.
TritonPoint Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,652 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.