Verity & Verity’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Verity & Verity’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 Q3	$265K	Hold	1,588	–	–	0.02%	125
2026 Q2	$294K	Sell	1,588 -18	-1%	-$3.13K	0.02%	125
2026 Q1	$260K	Hold	1,606	–	–	0.02%	127
2025 Q4	$249K	Hold	1,606	–	–	0.02%	141
2025 Q3	$248K	Sell	1,606 -73	-4%	-$11.1K	0.02%	124
2025 Q2	$248K	Hold	1,679	–	–	0.02%	127
2025 Q1	$220K	Sell	1,679 -415	-20%	-$56.1K	0.02%	123
2024 Q4	$276K	Sell	2,094 -45	-2%	-$6.2K	0.03%	123
2024 Q3	$290K	Hold	2,139	–	–	0.03%	102
2024 Q2	$261K	Sell	2,139 -571	-21%	-$70.4K	0.03%	105
2024 Q1	$341K	Hold	2,710	–	–	0.04%	89
2023 Q4	$309K	Hold	2,710	–	–	0.04%	91
2023 Q3	$275K	Hold	2,710	–	–	0.03%	88
2023 Q2	$291K	Hold	2,710	–	–	0.04%	86
2023 Q1	$274K	Buy	+2,710	New	+$273K	0.04%	104
2022 Q4	–	Sell	-29,390	Closed	-$2.44M	–	131
2022 Q3	$2.44M	Buy	+29,390	New	+$2.71M	0.39%	65

Other funds holding XLI

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Verity & Verity's XLI Position: Q3 2026 in Review

Verity & Verity held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2026 at 1,588 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #125.

Verity & Verity first reported a position in XLI in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.44M in Q3 2022. 497 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Verity & Verity held 1,588 shares of State Street Industrial Select Sector SPDR ETF worth $265K as of Q3 2026.
Verity & Verity left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Verity & Verity's portfolio in Q3 2026, its #125 holding.
Verity & Verity first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Verity & Verity's State Street Industrial Select Sector SPDR ETF position peaked at $2.44M in Q3 2022.
497 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.