Capital Analysts LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Capital Analysts LLC’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	$148K	Buy	801 +130	+19%	+$22.6K	﹤0.01%	757
2026 Q1	$109K	Buy	671 +616	+1,120%	+$103K	﹤0.01%	780
2025 Q4	$8K	Buy	55 +1	+2%	+$154	﹤0.01%	1280
2025 Q3	$8K	Hold	54	–	–	﹤0.01%	1250
2025 Q2	$8K	Sell	54 -33	-38%	-$4.5K	﹤0.01%	1190
2025 Q1	$11K	Sell	87 -125	-59%	-$16.9K	﹤0.01%	1115
2024 Q4	$28K	Buy	212 +54	+34%	+$7.44K	﹤0.01%	869
2024 Q3	$21K	Buy	158 +33	+26%	+$4.2K	﹤0.01%	902
2024 Q2	$15K	Buy	+125	New	+$15.4K	﹤0.01%	904
2024 Q1	–	Sell	-25	Closed	-$3K	–	1151
2023 Q4	$3K	Sell	25 -122	-83%	-$12.8K	﹤0.01%	1010
2023 Q3	$15K	Buy	147 +72	+96%	+$7.71K	﹤0.01%	822
2023 Q2	$8K	Buy	75 +50	+200%	+$5.03K	﹤0.01%	849
2023 Q1	$3K	Hold	25	–	–	﹤0.01%	912
2022 Q4	$2K	Buy	+25	New	+$2.38K	﹤0.01%	1011
2022 Q2	–	Sell	-242	Closed	-$25K	–	1041
2022 Q1	$25K	Buy	242 +1	+0.4%	+$102	﹤0.01%	656
2021 Q4	$26K	Buy	241 +1	+0.4%	+$104	﹤0.01%	681
2021 Q3	$24K	Buy	240 +1	+0.4%	+$103	﹤0.01%	681
2021 Q2	$25K	Hold	239	–	–	﹤0.01%	640
2021 Q1	$24K	Buy	+239	New	+$21.9K	﹤0.01%	695
2020 Q2	–	Sell	-23	Closed	-$1K	–	730
2020 Q1	$1K	Hold	23	–	–	﹤0.01%	673
2019 Q4	$2K	Hold	23	–	–	﹤0.01%	681
2019 Q3	$1K	Sell	23 -104	-82%	-$7.98K	﹤0.01%	683
2019 Q2	$10K	Sell	127 -26	-17%	-$1.98K	﹤0.01%	532
2019 Q1	$11K	Hold	153	–	–	﹤0.01%	503
2018 Q4	$10K	Hold	153	–	–	﹤0.01%	472
2018 Q3	$12K	Hold	153	–	–	﹤0.01%	432
2018 Q2	$11K	Sell	153 -19	-11%	-$1.41K	﹤0.01%	464
2018 Q1	$13K	Buy	172 +149	+648%	+$11.5K	﹤0.01%	433
2017 Q4	$2K	Hold	23	–	–	﹤0.01%	438
2017 Q3	$2K	Buy	+23	New	+$1.58K	﹤0.01%	449
2016 Q4	–	Sell	-23	Closed	-$1.34K	–	397
2016 Q3	$1.34K	Buy	+23	New	+$1.34K	﹤0.01%	362

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 Analysts LLC's XLI Position: Q2 2026 in Review

Capital Analysts LLC increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 19% in Q2 2026, buying an estimated $22.6K and bringing the position to 801 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Capital Analysts LLC first reported a position in XLI in Q3 2016 and has held it in 31 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Capital Analysts LLC held 801 shares of State Street Industrial Select Sector SPDR ETF worth $148K as of Q2 2026.
Capital Analysts LLC bought 130 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $22.6K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #757 holding.
Capital Analysts LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2016 and has held it in 31 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 Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.