VisionPoint Advisory Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

VisionPoint Advisory Group’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	–	Sell	-1,882	Closed	-$349K	–	510
2026 Q2	$349K	Buy	1,882 +44	+2%	+$7.65K	0.06%	323
2026 Q1	$297K	Sell	1,838 -8,771	-83%	-$1.47M	0.06%	338
2025 Q4	$1.65M	Sell	10,609 -1,753	-14%	-$270K	0.32%	85
2025 Q3	$1.91M	Buy	12,362 +10,094	+445%	+$1.53M	0.38%	71
2025 Q2	$335K	Buy	+2,268	New	+$309K	0.07%	251

Other funds holding XLI

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

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 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

VisionPoint Advisory Group's XLI Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026, closing a stake of 1,882 shares — an estimated $349K sold.

VisionPoint Advisory Group first reported a position in XLI in Q2 2025 and held it in 5 quarters. The position peaked at $1.91M in Q3 2025. 594 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

VisionPoint Advisory Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 1,882 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $349K.
VisionPoint Advisory Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and held it in 5 quarters.
VisionPoint Advisory Group's State Street Industrial Select Sector SPDR ETF position peaked at $1.91M in Q3 2025.
594 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.