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

AlphaCore 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	$8.75M	Sell	47,214 -1,121	-2%	-$195K	0.16%	117
2026 Q1	$7.82M	Sell	48,335 -1,365	-3%	-$229K	0.19%	104
2025 Q4	$7.71M	Sell	49,700 -1,416	-3%	-$218K	0.17%	117
2025 Q3	$7.88M	Sell	51,116 -796	-2%	-$121K	0.27%	78
2025 Q2	$7.66M	Buy	51,912 +51,644	+19,270%	+$7.05M	0.29%	75
2025 Q1	$35.1K	Buy	+268	New	+$36.2K	﹤0.01%	621
2024 Q1	–	Sell	-196	Closed	-$22.3K	–	396
2023 Q4	$22.3K	Buy	196 +97	+98%	+$10.2K	﹤0.01%	311
2023 Q3	$10K	Hold	99	–	–	﹤0.01%	325
2023 Q2	$10.6K	Buy	99 +10	+11%	+$1.01K	﹤0.01%	293
2023 Q1	$9.01K	Sell	89 -20	-18%	-$2.01K	﹤0.01%	202
2022 Q4	$10.7K	Buy	109 +102	+1,457%	+$9.71K	﹤0.01%	134
2022 Q3	$1K	Buy	+7	New	+$644	﹤0.01%	148
2022 Q2	–	Sell	-45	Closed	-$5K	–	177
2022 Q1	$5K	Buy	+45	New	+$4.57K	﹤0.01%	129
2021 Q4	–	Sell	-55	Closed	-$5K	–	137
2021 Q3	$5K	Buy	+55	New	+$5.65K	﹤0.01%	121
2020 Q2	–	Sell	-132	Closed	-$8K	–	311
2020 Q1	$8K	Hold	132	–	–	0.01%	234
2019 Q4	$11K	Buy	+132	New	+$10.5K	0.01%	112

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

AlphaCore Capital's XLI Position: Q2 2026 in Review

AlphaCore Capital reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.3% in Q2 2026, selling an estimated $195K and leaving 47,214 shares worth $8.75M. The position accounts for 0.16% of the portfolio, ranked #117.

AlphaCore Capital first reported a position in XLI in Q4 2019 and has held it in 16 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

AlphaCore Capital held 47,214 shares of State Street Industrial Select Sector SPDR ETF worth $8.75M as of Q2 2026.
AlphaCore Capital sold 1,121 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $195K.
State Street Industrial Select Sector SPDR ETF made up 0.16% of AlphaCore Capital's portfolio in Q2 2026, its #117 holding.
AlphaCore Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 16 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.