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XLI icon

TrueWealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

TrueWealth Advisors’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 		$339K Sell
1,831
-42
-2% -$7.3K 0.08% 188
2026
Q1 		$303K Sell
1,873
-50
-3% -$8.39K 0.08% 198
2025
Q4 		$298K Sell
1,923
-9
-0.5% -$1.39K 0.08% 193
2025
Q3 		$298K Sell
1,932
-103
-5% -$15.6K 0.08% 183
2025
Q2 		$300K Sell
2,035
-141
-6% -$19.2K 0.09% 170
2025
Q1 		$285K Sell
2,176
-112
-5% -$15.1K 0.09% 165
2024
Q4 		$301K Buy
2,288
+168
+8% +$23.2K 0.1% 168
2024
Q3 		$287K Sell
2,120
-127
-6% -$16.1K 0.1% 179
2024
Q2 		$274K Sell
2,247
-575
-20% -$70.9K 0.1% 180
2024
Q1 		$355K Sell
2,822
-157
-5% -$18.5K 0.14% 122
2023
Q4 		$340K Sell
2,979
-2,773
-48% -$291K 0.13% 125
2023
Q3 		$583K Sell
5,752
-951
-14% -$102K 0.25% 75
2023
Q2 		$719K Sell
6,703
-3,946
-37% -$397K 0.3% 65
2023
Q1 		$1.08M Sell
10,649
-18,865
-64% -$1.9M 0.45% 48
2022
Q4 		$2.9M Buy
29,514
+608
+2% +$57.9K 1.27% 19
2022
Q3 		$2.4M Buy
28,906
+2,111
+8% +$194K 1.13% 18
2022
Q2 		$2.34M Buy
+26,795
New +$2.53M 1.09% 21
2021
Q4 		– Sell
-2,583
Closed -$253K – 181
2021
Q3 		$253K Buy
2,583
+76
+3% +$7.81K 0.14% 116
2021
Q2 		$257K Buy
+2,507
New +$257K 0.15% 108

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
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

TrueWealth Advisors's XLI Position: Q2 2026 in Review

TrueWealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.2% in Q2 2026, selling an estimated $7.3K and leaving 1,831 shares worth $339K. The position accounts for 0.08% of the portfolio, ranked #188.

TrueWealth Advisors first reported a position in XLI in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.9M in Q4 2022. 802 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • TrueWealth Advisors held 1,831 shares of State Street Industrial Select Sector SPDR ETF worth $339K as of Q2 2026.
  • TrueWealth Advisors sold 42 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.3K.
  • State Street Industrial Select Sector SPDR ETF made up 0.08% of TrueWealth Advisors's portfolio in Q2 2026, its #188 holding.
  • TrueWealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 19 quarters since.
  • TrueWealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $2.9M in Q4 2022.
  • 802 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.