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XLI icon

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

Waterfront Wealth’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 		$248K Hold
1,362
– – 0.04% 274
2026
Q1 		$220K Hold
1,362
– – 0.04% 271
2025
Q4 		$224K Sell
1,362
-17
-1% -$2.62K 0.04% 257
2025
Q3 		$211K Hold
1,379
– – 0.04% 258
2025
Q2 		$203K Buy
+1,379
New +$188K 0.05% 253

Other funds holding XLI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
GC
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
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Waterfront Wealth's XLI Position: Q2 2026 in Review

Waterfront Wealth held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,362 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #274.

Waterfront Wealth first reported a position in XLI in Q2 2025 and has held it in 5 quarters since. 766 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Waterfront Wealth held 1,362 shares of State Street Industrial Select Sector SPDR ETF worth $248K as of Q2 2026.
  • Waterfront Wealth left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.04% of Waterfront Wealth's portfolio in Q2 2026, its #274 holding.
  • Waterfront Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 766 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.