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WealthBridge Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

WealthBridge Capital 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
Q2 		$4.62M Buy
24,963
+982
+4% +$171K 0.92% 25
2026
Q1 		$3.88M Buy
23,981
+230
+1% +$38.6K 0.89% 26
2025
Q4 		$3.68M Sell
23,751
-421
-2% -$64.8K 0.84% 27
2025
Q3 		$3.73M Sell
24,172
-487
-2% -$73.8K 0.87% 28
2025
Q2 		$3.64M Buy
24,659
+7
+0% +$955 0.92% 25
2025
Q1 		$3.23M Sell
24,652
-156
-0.6% -$21.1K 0.91% 24
2024
Q4 		$3.27M Buy
24,808
+1,244
+5% +$171K 0.91% 25
2024
Q3 		$3.19M Buy
23,564
+478
+2% +$60.8K 0.91% 24
2024
Q2 		$2.81M Buy
23,086
+1,267
+6% +$156K 0.93% 25
2024
Q1 		$2.75M Buy
21,819
+202
+0.9% +$23.8K 0.93% 24
2023
Q4 		$2.46M Sell
21,617
-118
-0.5% -$12.4K 0.92% 24
2023
Q3 		$2.2M Buy
21,735
+989
+5% +$106K 0.91% 24
2023
Q2 		$2.23M Sell
20,746
-1,107
-5% -$111K 0.89% 27
2023
Q1 		$2.21M Buy
21,853
+590
+3% +$59.3K 0.88% 26
2022
Q4 		$2.09M Sell
21,263
-516
-2% -$49.1K 0.87% 26
2022
Q3 		$1.9M Hold
21,779
– – 0.81% 28
2022
Q2 		$1.9M Buy
21,779
+148
+0.7% +$14K 0.81% 28
2022
Q1 		$2.23M Sell
21,631
-4,405
-17% -$447K 0.83% 28
2021
Q4 		$2.75M Sell
26,036
-4,449
-15% -$462K 1.03% 22
2021
Q3 		$2.98M Sell
30,485
-971
-3% -$99.7K 1.11% 23
2021
Q2 		$3.22M Buy
31,456
+4,799
+18% +$492K 1.17% 23
2021
Q1 		$2.62M Buy
26,657
+6,530
+32% +$598K 1.07% 23
2020
Q4 		$1.78M Buy
20,127
+7,186
+56% +$605K 0.78% 32
2020
Q3 		$996K Sell
12,941
-55
-0.4% -$4.11K 0.51% 43
2020
Q2 		$893K Sell
12,996
-2,410
-16% -$156K 0.51% 48
2020
Q1 		$909K Sell
15,406
-6,869
-31% -$518K 0.63% 40
2019
Q4 		$1.81M Sell
22,275
-234
-1% -$18.7K 1.18% 22
2019
Q3 		$1.75M Sell
22,509
-178
-0.8% -$13.7K 1.26% 21
2019
Q2 		$1.46M Sell
22,687
-897
-4% -$68.2K 1.33% 22
2019
Q1 		$1.79M Buy
23,584
+897
+4% +$64.9K 1.14% 22
2018
Q4 		$1.46M Buy
+22,687
New +$1.61M 1.11% 22

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

WealthBridge Capital Management's XLI Position: Q2 2026 in Review

WealthBridge Capital Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.1% in Q2 2026, buying an estimated $171K and bringing the position to 24,963 shares worth $4.62M. The position accounts for 0.92% of the portfolio, ranked #25.

WealthBridge Capital Management first reported a position in XLI in Q4 2018 and has held it in 31 quarters since. 810 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • WealthBridge Capital Management held 24,963 shares of State Street Industrial Select Sector SPDR ETF worth $4.62M as of Q2 2026.
  • WealthBridge Capital Management bought 982 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $171K.
  • State Street Industrial Select Sector SPDR ETF made up 0.92% of WealthBridge Capital Management's portfolio in Q2 2026, its #25 holding.
  • WealthBridge Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • 810 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.