Burkett Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Burkett Financial Services’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	$16.3K	Hold	97	–	–	﹤0.01%	271
2026 Q2	$18K	Hold	97	–	–	0.01%	155
2026 Q1	$15.7K	Hold	97	–	–	0.01%	155
2025 Q4	$15K	Hold	97	–	–	0.01%	150
2025 Q3	$15K	Buy	+97	New	+$14.7K	0.01%	146
2025 Q2	–	Sell	-100	Closed	-$13.1K	–	257
2025 Q1	$13.1K	Buy	+100	New	+$13.5K	0.01%	158

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

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

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

Burkett Financial Services's XLI Position: Q3 2026 in Review

Burkett Financial Services held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2026 at 97 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Burkett Financial Services first reported a position in XLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $18K in Q2 2026. 55 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Burkett Financial Services held 97 shares of State Street Industrial Select Sector SPDR ETF worth $16.3K as of Q3 2026.
Burkett Financial Services left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #271 holding.
Burkett Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Burkett Financial Services's State Street Industrial Select Sector SPDR ETF position peaked at $18K in Q2 2026.
55 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.