Wedmont Private Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Wedmont Private Capital’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	$696K	Buy	3,827 +4	+0.1%	+$695	0.02%	456
2026 Q1	$652K	Buy	3,823 +60	+2%	+$10.1K	0.02%	409
2025 Q4	$598K	Buy	3,763 +6	+0.2%	+$923	0.02%	409
2025 Q3	$580K	Buy	3,757 +7	+0.2%	+$1.06K	0.02%	418
2025 Q2	$562K	Buy	3,750 +63	+2%	+$8.59K	0.02%	400
2025 Q1	$463K	Sell	3,687 -145	-4%	-$19.6K	0.02%	404
2024 Q4	$503K	Buy	3,832 +18	+0.5%	+$2.48K	0.03%	371
2024 Q3	$516K	Buy	3,814 +6	+0.2%	+$763	0.03%	343
2024 Q2	$473K	Buy	3,808 +6	+0.2%	+$739	0.03%	359
2024 Q1	$476K	Buy	3,802 +5	+0.1%	+$588	0.03%	329
2023 Q4	$426K	Buy	3,797 +9	+0.2%	+$945	0.03%	347
2023 Q3	$388K	Buy	3,788 +7	+0.2%	+$749	0.04%	311
2023 Q2	$411K	Buy	+3,781	New	+$381K	0.04%	294

Other funds holding XLI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Wedmont Private Capital's XLI Position: Q2 2026 in Review

Wedmont Private Capital increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.1% in Q2 2026, buying an estimated $695 and bringing the position to 3,827 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #456.

Wedmont Private Capital first reported a position in XLI in Q2 2023 and has held it in 13 quarters since. 687 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Wedmont Private Capital held 3,827 shares of State Street Industrial Select Sector SPDR ETF worth $696K as of Q2 2026.
Wedmont Private Capital bought 4 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $695.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #456 holding.
Wedmont Private Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
687 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.