tru Independence’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

tru Independence’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	$461K	Buy	2,491 +5	+0.2%	+$869	0.2%	58
2026 Q1	$402K	Sell	2,486 -16	-0.6%	-$2.69K	0.2%	62
2025 Q4	$388K	Buy	2,502 +45	+2%	+$6.92K	0.1%	95
2025 Q3	$379K	Buy	2,457 +9	+0.4%	+$1.36K	0.1%	96
2025 Q2	$361K	Sell	2,448 -39	-2%	-$5.32K	0.1%	94
2025 Q1	$326K	Buy	2,487 +8	+0.3%	+$1.08K	0.1%	94
2024 Q4	$327K	Sell	2,479 -13	-0.5%	-$1.79K	0.1%	90
2024 Q3	$338K	Buy	2,492 +61	+3%	+$7.75K	0.1%	91
2024 Q2	$296K	Buy	2,431 +8	+0.3%	+$986	0.09%	92
2024 Q1	$305K	Buy	2,423 +7	+0.3%	+$824	0.09%	96
2023 Q4	$275K	Sell	2,416 -2,499	-51%	-$262K	0.08%	101
2023 Q3	$498K	Sell	4,915 -320	-6%	-$34.3K	0.17%	81
2023 Q2	$562K	Sell	5,235 -292	-5%	-$29.4K	0.19%	80
2023 Q1	$559K	Sell	5,527 -458	-8%	-$46.1K	0.18%	81
2022 Q4	$588K	Sell	5,985 -377	-6%	-$35.9K	0.19%	80
2022 Q3	$527K	Buy	6,362 +4	+0.1%	+$368	0.19%	79
2022 Q2	$555K	Sell	6,358 -414	-6%	-$39K	0.18%	83
2022 Q1	$697K	Sell	6,772 -449	-6%	-$45.6K	0.19%	85
2021 Q4	$764K	Sell	7,221 -330	-4%	-$34.3K	0.21%	82
2021 Q3	$739K	Buy	+7,551	New	+$776K	0.21%	81
2021 Q2	–	Sell	-8,311	Closed	-$818K	–	407
2021 Q1	$818K	Buy	+8,311	New	+$761K	0.15%	134
2020 Q1	–	Sell	-11,752	Closed	-$693K	–	940
2019 Q4	$693K	Buy	+11,752	New	+$938K	0.1%	136

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

tru Independence's XLI Position: Q2 2026 in Review

tru Independence increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.2% in Q2 2026, buying an estimated $869 and bringing the position to 2,491 shares worth $461K. The position accounts for 0.2% of the portfolio, ranked #58.

tru Independence first reported a position in XLI in Q4 2019 and has held it in 22 quarters since. The position peaked at $818K in Q1 2021. 1,655 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

tru Independence held 2,491 shares of State Street Industrial Select Sector SPDR ETF worth $461K as of Q2 2026.
tru Independence bought 5 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $869.
State Street Industrial Select Sector SPDR ETF made up 0.2% of tru Independence's portfolio in Q2 2026, its #58 holding.
tru Independence first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 22 quarters since.
tru Independence's State Street Industrial Select Sector SPDR ETF position peaked at $818K in Q1 2021.
1,655 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.