AC
XLI icon

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

Apella 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
Q3 		$247K Buy
1,469
+81
+6% +$14.4K ﹤0.01% 684
2026
Q2 		$253K Buy
1,388
+81
+6% +$14.1K ﹤0.01% 620
2026
Q1 		$227K Buy
+1,307
New +$219K ﹤0.01% 619

Other funds holding XLI

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Apella Capital's XLI Position: Q3 2026 in Review

Apella Capital increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.8% in Q3 2026, buying an estimated $14.4K and bringing the position to 1,469 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Apella Capital first reported a position in XLI in Q1 2026 and has held it in 3 quarters since. The position peaked at $253K in Q2 2026. 55 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Apella Capital held 1,469 shares of State Street Industrial Select Sector SPDR ETF worth $247K as of Q3 2026.
  • Apella Capital bought 81 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $14.4K.
  • State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #684 holding.
  • Apella Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's State Street Industrial Select Sector SPDR ETF position peaked at $253K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.