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

Avalon Capital Management’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	$763K	Hold	4,121	–	–	0.18%	65
2026 Q1	$666K	Hold	4,121	–	–	0.19%	64
2025 Q4	$639K	Hold	4,121	–	–	0.15%	75
2025 Q3	$636K	Hold	4,121	–	–	0.16%	73
2025 Q2	$608K	Hold	4,121	–	–	0.16%	78
2025 Q1	$540K	Hold	4,121	–	–	0.16%	81
2024 Q4	$543K	Hold	4,121	–	–	0.18%	80
2024 Q3	$558K	Hold	4,121	–	–	0.17%	74
2024 Q2	$502K	Buy	+4,121	New	+$508K	0.16%	71
2017 Q4	–	Sell	-54,440	Closed	-$3.87M	–	102
2017 Q3	$3.87M	Buy	+54,440	New	+$3.74M	2.68%	6

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

Avalon Capital Management's XLI Position: Q2 2026 in Review

Avalon Capital Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 4,121 shares worth $763K. The position accounts for 0.18% of the portfolio, ranked #65.

Avalon Capital Management first reported a position in XLI in Q3 2017 and has held it in 10 quarters since. The position peaked at $3.87M in Q3 2017. 1,652 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Avalon Capital Management held 4,121 shares of State Street Industrial Select Sector SPDR ETF worth $763K as of Q2 2026.
Avalon Capital Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.18% of Avalon Capital Management's portfolio in Q2 2026, its #65 holding.
Avalon Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2017 and has held it in 10 quarters since.
Avalon Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $3.87M in Q3 2017.
1,652 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.