Vertrix Wealth Management’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
$385K Buy
2,080
+340
+20% +$59.1K 0.13% 86
2026
Q1
$281K Buy
+1,740
New +$292K 0.1% 88

Other funds holding XLI

Vertrix Wealth Management's XLI Position: Q2 2026 in Review

Vertrix Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 20% in Q2 2026, buying an estimated $59.1K and bringing the position to 2,080 shares worth $385K. The position accounts for 0.13% of the portfolio, ranked #86.

Vertrix Wealth Management first reported a position in XLI in Q1 2026 and has held it in 2 quarters since. 1,647 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Vertrix Wealth Management held 2,080 shares of State Street Industrial Select Sector SPDR ETF worth $385K as of Q2 2026.
  • Vertrix Wealth Management bought 340 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $59.1K.
  • State Street Industrial Select Sector SPDR ETF made up 0.13% of Vertrix Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Vertrix Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,647 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.