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

Capital Advisors Ltd’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	$3.74M	Buy	20,172 +2,227	+12%	+$387K	0.38%	45
2026 Q1	$2.9M	Buy	17,945 +2,248	+14%	+$377K	0.33%	53
2025 Q4	$2.44M	Buy	15,697 +328	+2%	+$50.5K	0.27%	60
2025 Q3	$2.37M	Buy	15,369 +167	+1%	+$25.3K	0.27%	58
2025 Q2	$2.24M	Sell	15,202 -231	-1%	-$31.5K	0.28%	55
2025 Q1	$2.02M	Sell	15,433 -8,252	-35%	-$1.12M	0.27%	59
2024 Q4	$3.12M	Sell	23,685 -477	-2%	-$65.8K	0.39%	40
2024 Q3	$3.27M	Sell	24,162 -4,021	-14%	-$511K	0.41%	41
2024 Q2	$3.44M	Sell	28,183 -4,025	-12%	-$496K	0.45%	40
2024 Q1	$4.06M	Sell	32,208 -32	-0.1%	-$3.77K	0.53%	36
2023 Q4	$3.67M	Sell	32,240 -675	-2%	-$70.8K	0.52%	39
2023 Q3	$3.34M	Hold	32,915	–	–	0.51%	41
2023 Q2	$3.53M	Sell	32,915 -111	-0.3%	-$11.2K	0.53%	39
2023 Q1	$3.34M	Sell	33,026 -237	-0.7%	-$23.8K	0.55%	37
2022 Q4	$3.27M	Sell	33,263 -481	-1%	-$45.8K	0.57%	38
2022 Q3	$2.79M	Hold	33,744	–	–	0.54%	39
2022 Q2	$2.95M	Buy	33,744 +676	+2%	+$63.7K	0.55%	39
2022 Q1	$3.4M	Buy	33,068 +1,085	+3%	+$110K	0.57%	38
2021 Q4	$3.38M	Buy	31,983 +2,389	+8%	+$248K	0.55%	40
2021 Q3	$2.9M	Buy	29,594 +1,474	+5%	+$151K	0.52%	39
2021 Q2	$2.88M	Sell	28,120 -19	-0.1%	-$1.95K	0.52%	40
2021 Q1	$2.77M	Buy	28,139 +1,895	+7%	+$174K	0.51%	40
2020 Q4	$2.32M	Buy	26,244 +941	+4%	+$79.3K	0.51%	41
2020 Q3	$1.95M	Sell	25,303 -109	-0.4%	-$8.15K	0.49%	43
2020 Q2	$1.75M	Buy	25,412 +7,025	+38%	+$456K	0.46%	44
2020 Q1	$1.08M	Buy	+18,387	New	+$1.39M	0.34%	53
2019 Q3	–	Sell	-407	Closed	-$32K	–	457
2019 Q2	$32K	Sell	407 -150	-27%	-$11.4K	0.01%	307
2019 Q1	$42K	Hold	557	–	–	0.01%	302
2018 Q4	$36K	Sell	557 -189	-25%	-$13.4K	0.01%	310
2018 Q3	$58K	Sell	746 -128	-15%	-$9.75K	0.02%	291
2018 Q2	$63K	Hold	874	–	–	0.02%	215
2018 Q1	$65K	Hold	874	–	–	0.02%	210
2017 Q4	$66K	Hold	874	–	–	0.02%	200
2017 Q3	$62K	Hold	874	–	–	0.02%	197
2017 Q2	$60K	Hold	874	–	–	0.02%	198
2017 Q1	$57K	Hold	874	–	–	0.02%	187
2016 Q4	$54K	Buy	+874	New	+$52.7K	0.02%	184

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

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

Capital Advisors Ltd increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 12% in Q2 2026, buying an estimated $387K and bringing the position to 20,172 shares worth $3.74M. The position accounts for 0.38% of the portfolio, ranked #45.

Capital Advisors Ltd first reported a position in XLI in Q4 2016 and has held it in 37 quarters since. The position peaked at $4.06M in Q1 2024. 301 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Capital Advisors Ltd held 20,172 shares of State Street Industrial Select Sector SPDR ETF worth $3.74M as of Q2 2026.
Capital Advisors Ltd bought 2,227 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $387K.
State Street Industrial Select Sector SPDR ETF made up 0.38% of Capital Advisors Ltd's portfolio in Q2 2026, its #45 holding.
Capital Advisors Ltd first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 37 quarters since.
Capital Advisors Ltd's State Street Industrial Select Sector SPDR ETF position peaked at $4.06M in Q1 2024.
301 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.