C2C Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

C2C Wealth 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 Q3	–	Sell	-1,202	Closed	-$223K	–	97
2026 Q2	$223K	Buy	+1,202	New	+$209K	0.17%	83
2023 Q2	–	Sell	-2,746	Closed	-$273K	–	258
2023 Q1	$273K	Buy	2,746 +213	+8%	+$21.4K	0.04%	202
2022 Q4	$249K	Sell	2,533 -476	-16%	-$45.3K	0.04%	150
2022 Q3	$266K	Hold	3,009	–	–	0.05%	149
2022 Q2	$269K	Sell	3,009 -576	-16%	-$54.3K	0.05%	150
2022 Q1	$367K	Sell	3,585 -280	-7%	-$28.4K	0.06%	140
2021 Q4	$410K	Buy	+3,865	New	+$401K	0.06%	141

Other funds holding XLI

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

C2C Wealth Management's XLI Position: Q3 2026 in Review

C2C Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026, closing a stake of 1,202 shares — an estimated $223K sold.

C2C Wealth Management first reported a position in XLI in Q4 2021 and held it in 7 quarters. The position peaked at $410K in Q4 2021. 452 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

C2C Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
C2C Wealth Management sold 1,202 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $223K.
C2C Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
C2C Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $410K in Q4 2021.
452 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.