Butensky & Cohen Financial Security’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Butensky & Cohen Financial Security’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	$3.87M	Buy	20,869 +126	+0.6%	+$21.9K	0.96%	56
2026 Q1	$3.35M	Sell	20,743 -400	-2%	-$67.1K	0.88%	58
2025 Q4	$3.28M	Buy	21,143 +137	+0.7%	+$21.1K	0.89%	56
2025 Q3	$3.24M	Buy	21,006 +24	+0.1%	+$3.64K	0.9%	58
2025 Q2	$3.1M	Buy	20,982 +416	+2%	+$56.7K	0.92%	59
2025 Q1	$2.7M	Buy	20,566 +225	+1%	+$30.4K	0.83%	63
2024 Q4	$2.68M	Sell	20,341 -95	-0.5%	-$13.1K	0.84%	59
2024 Q3	$2.77M	Sell	20,436 -423	-2%	-$53.8K	0.82%	63
2024 Q2	$2.54M	Sell	20,859 -229	-1%	-$28.2K	0.81%	62
2024 Q1	$2.66M	Sell	21,088 -659	-3%	-$77.6K	0.83%	61
2023 Q4	$2.48M	Sell	21,747 -163	-0.7%	-$17.1K	0.82%	62
2023 Q3	$2.22M	Sell	21,910 -396	-2%	-$42.4K	0.81%	61
2023 Q2	$2.39M	Buy	22,306 +180	+0.8%	+$18.1K	0.86%	61
2023 Q1	$2.24M	Sell	22,126 -456	-2%	-$45.9K	0.81%	63
2022 Q4	$2.22M	Sell	22,582 -208	-0.9%	-$19.8K	0.82%	60
2022 Q3	$1.89M	Buy	22,790 +158	+0.7%	+$14.5K	0.78%	64
2022 Q2	$1.98M	Buy	22,632 +779	+4%	+$73.4K	0.81%	65
2022 Q1	$2.25M	Buy	21,853 +450	+2%	+$45.7K	0.79%	70
2021 Q4	$2.27M	Buy	21,403 +1,019	+5%	+$106K	0.81%	66
2021 Q3	$1.99M	Buy	20,384 +619	+3%	+$63.6K	0.79%	67
2021 Q2	$2.02M	Sell	19,765 -209	-1%	-$21.4K	0.8%	65
2021 Q1	$1.97M	Buy	19,974 +364	+2%	+$33.3K	0.81%	64
2020 Q4	$1.74M	Buy	19,610 +112	+0.6%	+$9.44K	0.79%	66
2020 Q3	$1.5M	Buy	19,498 +256	+1%	+$19.1K	0.79%	68
2020 Q2	$1.32M	Buy	19,242 +2,336	+14%	+$151K	0.75%	67
2020 Q1	$998K	Buy	16,906 +867	+5%	+$65.3K	0.75%	65
2019 Q4	$1.31M	Buy	16,039 +81	+0.5%	+$6.47K	0.75%	64
2019 Q3	$1.24M	Buy	15,958 +984	+7%	+$75.5K	0.75%	65
2019 Q2	$1.16M	Buy	14,974 +366	+3%	+$27.8K	0.77%	64
2019 Q1	$1.1M	Buy	14,608 +230	+2%	+$16.6K	0.8%	65
2018 Q4	$927K	Buy	14,378 +14	+0.1%	+$992	0.82%	61
2018 Q3	$1.13M	Buy	14,364 +909	+7%	+$69.3K	0.9%	60
2018 Q2	$964K	Buy	13,455 +488	+4%	+$36.2K	0.82%	63
2018 Q1	$963K	Buy	12,967 +641	+5%	+$49.4K	0.85%	58
2017 Q4	$933K	Buy	12,326 +773	+7%	+$56.2K	0.77%	61
2017 Q3	$820K	Buy	11,553 +804	+7%	+$55.3K	0.73%	64
2017 Q2	$732K	Buy	10,749 +272	+3%	+$18.2K	0.66%	67
2017 Q1	$682K	Sell	10,477 -115	-1%	-$7.43K	0.62%	66
2016 Q4	$659K	Buy	10,592 +465	+5%	+$28K	0.61%	64
2016 Q3	$591K	Buy	10,127 +490	+5%	+$28.5K	0.57%	64
2016 Q2	$540K	Buy	9,637 +42	+0.4%	+$2.34K	0.53%	66
2016 Q1	$532K	Buy	9,595 +540	+6%	+$27.9K	0.51%	67
2015 Q4	$480K	Buy	9,055 +405	+5%	+$21.7K	0.47%	69
2015 Q3	$432K	Buy	8,650 +330	+4%	+$17.4K	0.46%	67
2015 Q2	$450K	Buy	8,320 +255	+3%	+$14.3K	0.45%	71
2015 Q1	$450K	Buy	8,065 +245	+3%	+$13.8K	0.45%	71
2014 Q4	$442K	Buy	+7,820	New	+$430K	0.44%	70

Other funds holding XLI

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Butensky & Cohen Financial Security's XLI Position: Q2 2026 in Review

Butensky & Cohen Financial Security increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.61% in Q2 2026, buying an estimated $21.9K and bringing the position to 20,869 shares worth $3.87M. The position accounts for 0.96% of the portfolio, ranked #56.

Butensky & Cohen Financial Security first reported a position in XLI in Q4 2014 and has held it in 47 quarters since. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Butensky & Cohen Financial Security held 20,869 shares of State Street Industrial Select Sector SPDR ETF worth $3.87M as of Q2 2026.
Butensky & Cohen Financial Security bought 126 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $21.9K.
State Street Industrial Select Sector SPDR ETF made up 0.96% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #56 holding.
Butensky & Cohen Financial Security first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.