WEG
XLI icon

World Equity Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

World Equity Group’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 		$1.07M Buy
5,774
+127
+2% +$22.1K 0.24% 92
2026
Q1 		$913K Sell
5,647
-598
-10% -$100K 0.24% 97
2025
Q4 		$969K Sell
6,245
-360
-5% -$55.4K 0.27% 85
2025
Q3 		$1.02M Buy
6,605
+538
+9% +$81.5K 0.23% 94
2025
Q2 		$895K Sell
6,067
-694
-10% -$94.7K 0.24% 89
2025
Q1 		$886K Sell
6,761
-6,751
-50% -$912K 0.25% 88
2024
Q4 		$1.78M Buy
13,512
+6,939
+106% +$957K 0.38% 55
2024
Q3 		$890K Buy
6,573
+78
+1% +$9.91K 0.32% 70
2024
Q2 		$792K Sell
6,495
-619
-9% -$76.3K 0.24% 110
2024
Q1 		$896K Sell
7,114
-153
-2% -$18K 0.18% 134
2023
Q4 		$828K Buy
7,267
+92
+1% +$9.66K 0.17% 136
2023
Q3 		$727K Buy
7,175
+901
+14% +$96.4K 0.15% 156
2023
Q2 		$673K Sell
6,274
-22,997
-79% -$2.32M 0.2% 131
2023
Q1 		$862K Buy
29,271
+20,618
+238% +$2.07M 0.13% 184
2022
Q4 		$850K Buy
8,653
+891
+11% +$84.9K 0.2% 122
2022
Q3 		$643K Buy
7,762
+217
+3% +$20K 0.16% 139
2022
Q2 		$659K Sell
7,545
-803
-10% -$75.7K 0.17% 147
2022
Q1 		$860K Buy
+8,348
New +$848K 0.19% 140

Other funds holding XLI

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
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

World Equity Group's XLI Position: Q2 2026 in Review

World Equity Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.2% in Q2 2026, buying an estimated $22.1K and bringing the position to 5,774 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #92.

World Equity Group first reported a position in XLI in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.78M in Q4 2024. 389 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • World Equity Group held 5,774 shares of State Street Industrial Select Sector SPDR ETF worth $1.07M as of Q2 2026.
  • World Equity Group bought 127 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $22.1K.
  • State Street Industrial Select Sector SPDR ETF made up 0.24% of World Equity Group's portfolio in Q2 2026, its #92 holding.
  • World Equity Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's State Street Industrial Select Sector SPDR ETF position peaked at $1.78M in Q4 2024.
  • 389 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.