WealthTrust Axiom’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

WealthTrust Axiom’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	$342K	Hold	1,848	–	–	0.08%	208
2026 Q1	$299K	Hold	1,848	–	–	0.07%	203
2025 Q4	$287K	Hold	1,848	–	–	0.07%	203
2025 Q3	$285K	Hold	1,848	–	–	0.08%	200
2025 Q2	$273K	Hold	1,848	–	–	0.08%	197
2025 Q1	$242K	Hold	1,848	–	–	0.07%	212
2024 Q4	$244K	Buy	1,848 +7	+0.4%	+$965	0.07%	208
2024 Q3	$249K	Hold	1,841	–	–	0.07%	209
2024 Q2	$224K	Hold	1,841	–	–	0.07%	211
2024 Q1	$232K	Sell	1,841 -3	-0.2%	-$353	0.07%	214
2023 Q4	$210K	Buy	+1,844	New	+$194K	0.07%	217
2023 Q1	–	Sell	-2,221	Closed	-$218K	–	261
2022 Q4	$218K	Buy	+2,221	New	+$212K	0.08%	196
2021 Q1	–	Sell	-11,982	Closed	-$1.06M	–	263
2020 Q4	$1.06M	Buy	+11,982	New	+$1.01M	0.39%	65

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WealthTrust Axiom's XLI Position: Q2 2026 in Review

WealthTrust Axiom held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,848 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #208.

WealthTrust Axiom first reported a position in XLI in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.06M in Q4 2020. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

WealthTrust Axiom held 1,848 shares of State Street Industrial Select Sector SPDR ETF worth $342K as of Q2 2026.
WealthTrust Axiom left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.08% of WealthTrust Axiom's portfolio in Q2 2026, its #208 holding.
WealthTrust Axiom first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 13 quarters since.
WealthTrust Axiom's State Street Industrial Select Sector SPDR ETF position peaked at $1.06M in Q4 2020.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.