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

Avestar 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	$469K	Sell	2,807 -700	-20%	-$125K	0.04%	375
2026 Q2	$650K	Hold	3,507	–	–	0.04%	318
2026 Q1	$567K	Sell	3,507 -20	-0.6%	-$3.36K	0.04%	324
2025 Q4	$547K	Sell	3,527 -200	-5%	-$30.8K	0.04%	323
2025 Q3	$575K	Buy	3,727 +20	+0.5%	+$3.03K	0.04%	314
2025 Q2	$547K	Sell	3,707 -100	-3%	-$13.6K	0.04%	314
2025 Q1	$499K	Sell	3,807 -297	-7%	-$40.1K	0.04%	286
2024 Q4	$541K	Buy	4,104 +297	+8%	+$40.9K	0.05%	276
2024 Q3	$516K	Buy	3,807 +40	+1%	+$5.08K	0.05%	252
2024 Q2	$459K	Hold	3,767	–	–	0.05%	259
2024 Q1	$474K	Hold	3,767	–	–	0.05%	241
2023 Q4	$429K	Buy	+3,767	New	+$395K	0.05%	222
2023 Q1	–	Sell	-2,353	Closed	-$231K	–	357
2022 Q4	$231K	Buy	+2,353	New	+$224K	0.04%	253
2022 Q2	–	Sell	-2,153	Closed	-$222K	–	407
2022 Q1	$222K	Buy	+2,153	New	+$219K	0.04%	362
2019 Q3	–	Sell	-920	Closed	-$71K	–	858
2019 Q2	$71K	Hold	920	–	–	0.05%	250
2019 Q1	$69K	Sell	920 -1,141	-55%	-$82.6K	0.05%	245
2018 Q4	$132K	Hold	2,061	–	–	0.09%	139
2018 Q3	$161K	Hold	2,061	–	–	0.09%	141
2018 Q2	$147K	Buy	+2,061	New	+$153K	0.09%	149
2018 Q1	–	Sell	-202	Closed	-$15K	–	960
2017 Q4	$15K	Buy	+202	New	+$14.7K	0.01%	387

Other funds holding XLI

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Trust Asset Management Houston, Texas $1.64B AUM 22.7% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Avestar Capital's XLI Position: Q3 2026 in Review

Avestar Capital reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 20% in Q3 2026, selling an estimated $125K and leaving 2,807 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #375.

Avestar Capital first reported a position in XLI in Q4 2017 and has held it in 20 quarters since. The position peaked at $650K in Q2 2026. 917 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Avestar Capital held 2,807 shares of State Street Industrial Select Sector SPDR ETF worth $469K as of Q3 2026.
Avestar Capital sold 700 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $125K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Avestar Capital's portfolio in Q3 2026, its #375 holding.
Avestar Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 20 quarters since.
Avestar Capital's State Street Industrial Select Sector SPDR ETF position peaked at $650K in Q2 2026.
917 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.