ACA
XLI icon

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

Atlas Capital 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 		$9.84M Sell
53,101
-3,328
-6% -$578K 1.08% 21
2026
Q1 		$9.13M Buy
56,429
+1,178
+2% +$198K 1.04% 19
2025
Q4 		$8.57M Buy
+55,251
New +$8.5M 0.95% 28
2025
Q2 		$9.79M Sell
66,393
-1,144
-2% -$156K 1.2% 16
2025
Q1 		$8.85M Sell
67,537
-2,780
-4% -$376K 1.11% 21
2024
Q4 		$9.27M Sell
70,317
-3,277
-4% -$452K 1.18% 19
2024
Q3 		$9.97M Buy
73,594
+3,064
+4% +$389K 1.52% 13
2024
Q2 		$8.6M Sell
70,530
-17,917
-20% -$2.21M 1.12% 23
2024
Q1 		$11.1M Buy
88,447
+16,195
+22% +$1.91M 1.74% 9
2023
Q4 		$8.24M Sell
72,252
-4,811
-6% -$505K 1.19% 17
2023
Q3 		$7.81M Sell
77,063
-639
-0.8% -$68.4K 1.29% 18
2023
Q2 		$8.34M Sell
77,702
-6,887
-8% -$693K 1.26% 20
2023
Q1 		$8.56M Buy
84,589
+15,759
+23% +$1.59M 1.35% 19
2022
Q4 		$6.76M Buy
68,830
+16,923
+33% +$1.61M 1.14% 21
2022
Q3 		$4.3M Buy
51,907
+4,226
+9% +$389K 0.78% 32
2022
Q2 		$4.16M Buy
47,681
+21,701
+84% +$2.05M 0.71% 33
2022
Q1 		$2.68M Buy
25,980
+9,944
+62% +$1.01M 0.42% 52
2021
Q4 		$1.7M Sell
16,036
-5,679
-26% -$590K 0.25% 82
2021
Q3 		$2.12M Sell
21,715
-18,450
-46% -$1.9M 0.34% 62
2021
Q2 		$4.11M Buy
40,165
+574
+1% +$58.8K 0.69% 34
2021
Q1 		$3.9M Buy
39,591
+31,061
+364% +$2.84M 0.76% 31
2020
Q4 		$755K Buy
8,530
+749
+10% +$63.1K 0.16% 123
2020
Q3 		$599K Buy
7,781
+71
+0.9% +$5.31K 0.14% 160
2020
Q2 		$530K Sell
7,710
-57
-0.7% -$3.7K 0.12% 172
2020
Q1 		$458K Sell
7,767
-8,630
-53% -$650K 0.14% 163
2019
Q4 		$1.34M Buy
16,397
+882
+6% +$70.4K 0.33% 78
2019
Q3 		$1.2M Sell
15,515
-599
-4% -$46K 0.36% 79
2019
Q2 		$1.25M Buy
16,114
+7,092
+79% +$539K 0.41% 64
2019
Q1 		$677K Buy
9,022
+2,361
+35% +$171K 0.24% 116
2018
Q4 		$429K Buy
6,661
+848
+15% +$60.1K 0.17% 156
2018
Q3 		$463K Sell
5,813
-2,715
-32% -$207K 0.15% 179
2018
Q2 		$629K Sell
8,528
-1,756
-17% -$130K 0.22% 127
2018
Q1 		$764K Buy
+10,284
New +$792K 0.23% 130

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Atlas Capital Advisors's XLI Position: Q2 2026 in Review

Atlas Capital Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.9% in Q2 2026, selling an estimated $578K and leaving 53,101 shares worth $9.84M. The position accounts for 1.08% of the portfolio, ranked #21.

Atlas Capital Advisors first reported a position in XLI in Q1 2018 and has held it in 33 quarters since. The position peaked at $11.1M in Q1 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Atlas Capital Advisors held 53,101 shares of State Street Industrial Select Sector SPDR ETF worth $9.84M as of Q2 2026.
  • Atlas Capital Advisors sold 3,328 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $578K.
  • State Street Industrial Select Sector SPDR ETF made up 1.08% of Atlas Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Atlas Capital Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
  • Atlas Capital Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $11.1M in Q1 2024.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.