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USA FINANCIAL FORMULAS’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

USA FINANCIAL FORMULAS’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 		$231K Buy
+1,245
New +$216K 0.04% 121

Other funds holding XLI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

USA FINANCIAL FORMULAS's XLI Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,245 shares worth $231K. The stake represents 0.04% of the portfolio and ranks #121 among its holdings.

922 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • USA FINANCIAL FORMULAS held 1,245 shares of State Street Industrial Select Sector SPDR ETF worth $231K as of Q2 2026.
  • State Street Industrial Select Sector SPDR ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.04% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #121 holding.
  • 922 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.