Vivid Wealth Management
XLI icon

Vivid Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Vivid Wealth Management’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 		$4.13M Sell
24,722
-411
-2% -$73.2K 1.48% 11
2026
Q2 		$4.66M Buy
25,133
+303
+1% +$52.7K 1.64% 11
2026
Q1 		$4.02M Sell
24,830
-1,811
-7% -$304K 1.62% 9
2025
Q4 		$4.13M Sell
26,641
-188
-0.7% -$28.9K 1.61% 10
2025
Q3 		$4.14M Sell
26,829
-2,661
-9% -$403K 1.64% 10
2025
Q2 		$4.35M Sell
29,490
-4,964
-14% -$677K 1.91% 9
2025
Q1 		$4.52M Sell
34,454
-744
-2% -$101K 2.26% 7
2024
Q4 		$4.64M Sell
35,198
-1,569
-4% -$216K 2.35% 8
2024
Q3 		$4.98M Buy
36,767
+1,823
+5% +$232K 2.6% 7
2024
Q2 		$4.26M Sell
34,944
-101
-0.3% -$12.4K 2.38% 8
2024
Q1 		$4.41M Buy
35,045
+87
+0.2% +$10.2K 2.76% 10
2023
Q4 		$3.98M Buy
+34,958
New +$3.67M 2.71% 10

Other funds holding XLI

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Vivid Wealth Management's XLI Position: Q3 2026 in Review

Vivid Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.6% in Q3 2026, selling an estimated $73.2K and leaving 24,722 shares worth $4.13M. The position accounts for 1.48% of the portfolio, ranked #11.

Vivid Wealth Management first reported a position in XLI in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.98M in Q3 2024. 667 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Vivid Wealth Management held 24,722 shares of State Street Industrial Select Sector SPDR ETF worth $4.13M as of Q3 2026.
  • Vivid Wealth Management sold 411 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $73.2K.
  • State Street Industrial Select Sector SPDR ETF made up 1.48% of Vivid Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Vivid Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
  • Vivid Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $4.98M in Q3 2024.
  • 667 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Vivid Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.