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

TruWealth 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 Q1	$367K	Buy	2,267 +1	+0%	+$168	0.02%	137
2025 Q4	$352K	Buy	2,266 +28	+1%	+$4.31K	0.02%	141
2025 Q3	$345K	Buy	2,238 +1	+0%	+$151	0.02%	140
2025 Q2	$330K	Buy	2,237 +1	+0%	+$136	0.02%	137
2025 Q1	$293K	Buy	2,236 +53	+2%	+$7.16K	0.02%	128
2024 Q4	$288K	Buy	2,183 +1	+0%	+$138	0.02%	128
2024 Q3	$296K	Buy	2,182 +1	+0%	+$127	0.02%	129
2024 Q2	$266K	Buy	2,181 +1	+0%	+$123	0.02%	138
2024 Q1	$275K	Hold	2,180	–	–	0.02%	135
2023 Q4	$248K	Sell	2,180 -12	-0.5%	-$1.26K	0.02%	132
2023 Q3	$222K	Buy	2,192 +78	+4%	+$8.35K	0.02%	137
2023 Q2	$227K	Sell	2,114 -28	-1%	-$2.82K	0.02%	140
2023 Q1	$217K	Sell	2,142 -367	-15%	-$36.9K	0.02%	140
2022 Q4	$246K	Sell	2,509 -100	-4%	-$9.52K	0.02%	123
2022 Q3	$216K	Sell	2,609 -311	-11%	-$28.6K	0.02%	126
2022 Q2	$255K	Sell	2,920 -35,702	-92%	-$3.37M	0.03%	117
2022 Q1	$3.98M	Buy	38,622 +787	+2%	+$79.9K	0.41%	42
2021 Q4	$4M	Sell	37,835 -70,341	-65%	-$7.31M	0.41%	40
2021 Q3	$10.6M	Buy	108,176 +29,485	+37%	+$3.03M	1.18%	23
2021 Q2	$8.06M	Buy	78,691 +4,611	+6%	+$472K	0.95%	31
2021 Q1	$7.29M	Buy	74,080 +66,208	+841%	+$6.06M	0.99%	28
2020 Q4	$697K	Buy	+7,872	New	+$663K	0.1%	64

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TruWealth Advisors's XLI Position: Q1 2026 in Review

TruWealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.04% in Q1 2026, buying an estimated $168 and bringing the position to 2,267 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #137.

TruWealth Advisors first reported a position in XLI in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.6M in Q3 2021. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

TruWealth Advisors held 2,267 shares of State Street Industrial Select Sector SPDR ETF worth $367K as of Q1 2026.
TruWealth Advisors bought 1 State Street Industrial Select Sector SPDR ETF share in Q1 2026, an estimated $168.
State Street Industrial Select Sector SPDR ETF made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #137 holding.
TruWealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
TruWealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $10.6M in Q3 2021.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.