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Wetzel Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Wetzel Investment 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 		$312K Sell
1,682
-91
-5% -$15.8K 0.11% 99
2026
Q1 		$287K Buy
1,773
+21
+1% +$3.52K 0.11% 107
2025
Q4 		$272K Buy
1,752
+67
+4% +$10.3K 0.11% 108
2025
Q3 		$260K Sell
1,685
-98
-5% -$14.8K 0.11% 107
2025
Q2 		$263K Sell
1,783
-9
-0.5% -$1.23K 0.12% 102
2025
Q1 		$235K Buy
1,792
+35
+2% +$4.73K 0.12% 104
2024
Q4 		$232K Buy
1,757
+31
+2% +$4.27K 0.12% 110
2024
Q3 		$234K Buy
1,726
+78
+5% +$9.91K 0.12% 110
2024
Q2 		$208K Hold
1,648
– – 0.12% 113
2024
Q1 		$199K Buy
1,648
+35
+2% +$4.12K 0.12% 114
2023
Q4 		$184K Buy
+1,613
New +$169K 0.11% 115

Other funds holding XLI

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wetzel Investment Advisors's XLI Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.1% in Q2 2026, selling an estimated $15.8K and leaving 1,682 shares worth $312K. The position accounts for 0.11% of the portfolio, ranked #99.

Wetzel Investment Advisors first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. 674 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Wetzel Investment Advisors held 1,682 shares of State Street Industrial Select Sector SPDR ETF worth $312K as of Q2 2026.
  • Wetzel Investment Advisors sold 91 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $15.8K.
  • State Street Industrial Select Sector SPDR ETF made up 0.11% of Wetzel Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Wetzel Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 674 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.