tru Independence
XLI icon

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
Q3 		$417K Buy
2,498
+7
+0.3% +$1.25K 0.18% 65
2026
Q2 		$461K Buy
2,491
+5
+0.2% +$869 0.2% 58
2026
Q1 		$402K Sell
2,486
-16
-0.6% -$2.68K 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% 137

Other funds holding XLI

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

tru Independence's XLI Position: Q3 2026 in Review

tru Independence increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.28% in Q3 2026, buying an estimated $1.25K and bringing the position to 2,498 shares worth $417K. The position accounts for 0.18% of the portfolio, ranked #65.

tru Independence first reported a position in XLI in Q4 2019 and has held it in 23 quarters since. The position peaked at $818K in Q1 2021. 497 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • tru Independence held 2,498 shares of State Street Industrial Select Sector SPDR ETF worth $417K as of Q3 2026.
  • tru Independence bought 7 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $1.25K.
  • State Street Industrial Select Sector SPDR ETF made up 0.18% of tru Independence's portfolio in Q3 2026, its #65 holding.
  • tru Independence first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
  • tru Independence's State Street Industrial Select Sector SPDR ETF position peaked at $818K in Q1 2021.
  • 497 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.