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

Caldwell Sutter 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 Q2	$113K	Hold	610	–	–	0.04%	289
2026 Q1	$98.7K	Hold	610	–	–	0.04%	296
2025 Q4	$94.6K	Hold	610	–	–	0.04%	286
2025 Q3	$94.1K	Hold	610	–	–	0.04%	290
2025 Q2	$90K	Hold	610	–	–	0.04%	293
2025 Q1	$80K	Hold	610	–	–	0.04%	298
2024 Q4	$80.4K	Hold	610	–	–	0.04%	297
2024 Q3	$82.6K	Hold	610	–	–	0.04%	301
2024 Q2	$74.3K	Hold	610	–	–	0.04%	301
2024 Q1	$76.8K	Hold	610	–	–	0.04%	305
2023 Q4	$69.5K	Hold	610	–	–	0.04%	308
2023 Q3	$61.8K	Hold	610	–	–	0.03%	304
2023 Q2	$65.5K	Hold	610	–	–	0.03%	299
2023 Q1	$61.7K	Hold	610	–	–	0.05%	228
2022 Q4	$59.9K	Buy	+610	New	+$58.1K	0.05%	172

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

Caldwell Sutter Capital's XLI Position: Q2 2026 in Review

Caldwell Sutter Capital held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 610 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #289.

Caldwell Sutter Capital first reported a position in XLI in Q4 2022 and has held it in 15 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Caldwell Sutter Capital held 610 shares of State Street Industrial Select Sector SPDR ETF worth $113K as of Q2 2026.
Caldwell Sutter Capital left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Caldwell Sutter Capital's portfolio in Q2 2026, its #289 holding.
Caldwell Sutter Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.