Valmark Advisers’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$851K Buy
4,593
+42
+0.9% +$7.3K 0.01% 388
2026
Q1
$736K Sell
4,551
-886
-16% -$149K 0.01% 404
2025
Q4
$843K Sell
5,437
-855
-14% -$132K 0.01% 364
2025
Q3
$970K Sell
6,292
-423
-6% -$64.1K 0.01% 340
2025
Q2
$991K Buy
6,715
+1,031
+18% +$141K 0.01% 333
2025
Q1
$745K Buy
5,684
+2,006
+55% +$271K 0.01% 362
2024
Q4
$485K Buy
3,678
+623
+20% +$85.9K 0.01% 422
2024
Q3
$414K Buy
3,055
+529
+21% +$67.2K 0.01% 450
2024
Q2
$308K Buy
+2,526
New +$311K 0.01% 464

Other funds holding XLI

Valmark Advisers's XLI Position: Q2 2026 in Review

Valmark Advisers increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.92% in Q2 2026, buying an estimated $7.3K and bringing the position to 4,593 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #388.

Valmark Advisers first reported a position in XLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $991K in Q2 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Valmark Advisers held 4,593 shares of State Street Industrial Select Sector SPDR ETF worth $851K as of Q2 2026.
  • Valmark Advisers bought 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 0.01% of Valmark Advisers's portfolio in Q2 2026, its #388 holding.
  • Valmark Advisers first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • Valmark Advisers's State Street Industrial Select Sector SPDR ETF position peaked at $991K in Q2 2025.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.