RAFFA WEALTH MANAGEMENT, LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	$99.1K	Hold	535	–	–	0.01%	128
2026 Q1	$86.5K	Hold	535	–	–	0.01%	123
2025 Q4	$83K	Hold	535	–	–	0.01%	128
2025 Q3	$82.5K	Sell	535 -656	-55%	-$99.4K	0.01%	126
2025 Q2	$176K	Hold	1,191	–	–	0.04%	93
2025 Q1	$156K	Hold	1,191	–	–	0.04%	89
2024 Q4	$157K	Hold	1,191	–	–	0.04%	89
2024 Q3	$161K	Hold	1,191	–	–	0.04%	84
2024 Q2	$145K	Hold	1,191	–	–	0.04%	107
2024 Q1	$150K	Hold	1,191	–	–	0.04%	101
2023 Q4	$136K	Hold	1,191	–	–	0.04%	84
2023 Q3	$121K	Hold	1,191	–	–	0.04%	86
2023 Q2	$128K	Sell	1,191 -140	-11%	-$14.1K	0.04%	82
2023 Q1	$135K	Hold	1,331	–	–	0.05%	80
2022 Q4	$131K	Hold	1,331	–	–	0.05%	69
2022 Q3	$110K	Hold	1,331	–	–	0.05%	77
2022 Q2	$116K	Hold	1,331	–	–	0.05%	79
2022 Q1	$137K	Hold	1,331	–	–	0.05%	71
2021 Q4	$141K	Buy	+1,331	New	+$138K	0.05%	74
2018 Q1	–	Sell	-32	Closed	-$2.42K	–	723
2017 Q4	$2.42K	Sell	32 -4,653	-99%	-$339K	﹤0.01%	237
2017 Q3	$333K	Buy	4,685 +20	+0.4%	+$1.38K	0.14%	60
2017 Q2	$318K	Buy	+4,665	New	+$311K	0.14%	60
2016 Q4	–	Sell	-2,869	Closed	-$167K	–	900
2016 Q3	$167K	Buy	+2,869	New	+$167K	0.09%	58

Other funds holding XLI

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's XLI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 535 shares worth $99.1K. The position accounts for 0.01% of the portfolio, ranked #128.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XLI in Q3 2016 and has held it in 23 quarters since. The position peaked at $333K in Q3 2017. 629 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 535 shares of State Street Industrial Select Sector SPDR ETF worth $99.1K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #128 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2016 and has held it in 23 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's State Street Industrial Select Sector SPDR ETF position peaked at $333K in Q3 2017.
629 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.