Wellspring Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Wellspring Financial Advisors’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	$1.58M	Sell	8,554 -850	-9%	-$148K	0.1%	73
2026 Q1	$1.52M	Sell	9,404 -1,828	-16%	-$307K	0.11%	74
2025 Q4	$1.74M	Buy	11,232 +8	+0.1%	+$1.23K	0.14%	57
2025 Q3	$1.73M	Sell	11,224 -330	-3%	-$50K	0.16%	48
2025 Q2	$1.7M	Sell	11,554 -2,512	-18%	-$343K	0.17%	47
2025 Q1	$1.84M	Sell	14,066 -13,987	-50%	-$1.89M	0.21%	41
2024 Q4	$3.7M	Buy	28,053 +28	+0.1%	+$3.86K	0.39%	33
2024 Q3	$3.8M	Sell	28,025 -901	-3%	-$115K	0.45%	31
2024 Q2	$3.53M	Sell	28,926 -1,101	-4%	-$136K	0.48%	28
2024 Q1	$3.78M	Sell	30,027 -2,321	-7%	-$273K	0.6%	26
2023 Q4	$3.69M	Sell	32,348 -66,600	-67%	-$6.99M	0.92%	28
2023 Q3	$10M	Sell	98,948 -331	-0.3%	-$35.4K	2.93%	10
2023 Q2	$10.7M	Sell	99,279 -3,537	-3%	-$356K	3.01%	10
2023 Q1	$10.4M	Buy	+102,816	New	+$10.3M	3.09%	9

Other funds holding XLI

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Wellspring Financial Advisors's XLI Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9% in Q2 2026, selling an estimated $148K and leaving 8,554 shares worth $1.58M. The position accounts for 0.1% of the portfolio, ranked #73.

Wellspring Financial Advisors first reported a position in XLI in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.7M in Q2 2023. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Wellspring Financial Advisors held 8,554 shares of State Street Industrial Select Sector SPDR ETF worth $1.58M as of Q2 2026.
Wellspring Financial Advisors sold 850 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $148K.
State Street Industrial Select Sector SPDR ETF made up 0.1% of Wellspring Financial Advisors's portfolio in Q2 2026, its #73 holding.
Wellspring Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Wellspring Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $10.7M in Q2 2023.
559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.