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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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. 1,658 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.
  • 1,658 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.