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

Capital Advisors Inc’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	$421K	Buy	2,275 +225	+11%	+$39.1K	0.01%	258
2026 Q1	$332K	Buy	2,050 +500	+32%	+$83.9K	0.01%	286
2025 Q4	$240K	Hold	1,550	–	–	﹤0.01%	305
2025 Q3	$239K	Hold	1,550	–	–	﹤0.01%	299
2025 Q2	$229K	Sell	1,550 -150	-9%	-$20.5K	﹤0.01%	295
2025 Q1	$223K	Buy	1,700 +14	+0.8%	+$1.89K	﹤0.01%	291
2024 Q4	$222K	Buy	1,686 +89	+6%	+$12.3K	﹤0.01%	288
2024 Q3	$216K	Buy	+1,597	New	+$203K	﹤0.01%	282

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

Capital Advisors Inc's XLI Position: Q2 2026 in Review

Capital Advisors Inc increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 11% in Q2 2026, buying an estimated $39.1K and bringing the position to 2,275 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #258.

Capital Advisors Inc first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Capital Advisors Inc held 2,275 shares of State Street Industrial Select Sector SPDR ETF worth $421K as of Q2 2026.
Capital Advisors Inc bought 225 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $39.1K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #258 holding.
Capital Advisors Inc first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.