Capital Investment Advisory Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Capital Investment Advisory Services’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	$977K	Buy	5,272 +397	+8%	+$69K	0.06%	312
2026 Q1	$788K	Sell	4,875 -58	-1%	-$9.73K	0.06%	305
2025 Q4	$765K	Buy	4,933 +12	+0.2%	+$1.85K	0.05%	303
2025 Q3	$759K	Sell	4,921 -9	-0.2%	-$1.36K	0.06%	288
2025 Q2	$727K	Buy	4,930 +631	+15%	+$86.1K	0.06%	279
2025 Q1	$564K	Sell	4,299 -24	-0.6%	-$3.24K	0.05%	297
2024 Q4	$570K	Sell	4,323 -16	-0.4%	-$2.21K	0.05%	265
2024 Q3	$588K	Sell	4,339 -538	-11%	-$68.4K	0.06%	264
2024 Q2	$594K	Buy	4,877 +406	+9%	+$50K	0.06%	259
2024 Q1	$563K	Sell	4,471 -4	-0.1%	-$471	0.06%	277
2023 Q4	$510K	Sell	4,475 -34	-0.8%	-$3.57K	0.05%	286
2023 Q3	$457K	Buy	4,509 +414	+10%	+$44.3K	0.04%	300
2023 Q2	$440K	Buy	4,095 +56	+1%	+$5.64K	0.04%	294
2023 Q1	$409K	Sell	4,039 -4,821	-54%	-$485K	0.05%	301
2022 Q4	$870K	Buy	8,860 +216	+2%	+$20.6K	0.1%	184
2022 Q3	$716K	Buy	8,644 +478	+6%	+$44K	0.09%	194
2022 Q2	$713K	Sell	8,166 -67	-0.8%	-$6.32K	0.09%	202
2022 Q1	$848K	Buy	8,233 +209	+3%	+$21.2K	0.09%	197
2021 Q4	$849K	Buy	8,024 +290	+4%	+$30.1K	0.1%	194
2021 Q3	$757K	Sell	7,734 -1,625	-17%	-$167K	0.1%	196
2021 Q2	$958K	Sell	9,359 -105,394	-92%	-$10.8M	0.12%	168
2021 Q1	$11.3M	Buy	114,753 +7,472	+7%	+$684K	1.6%	8
2020 Q4	$9.5M	Buy	107,281 +14,196	+15%	+$1.2M	1.41%	13
2020 Q3	$7.17M	Buy	93,085 +89,407	+2,431%	+$6.69M	1.35%	15
2020 Q2	$253K	Buy	3,678 +678	+23%	+$44K	0.05%	267
2020 Q1	$177K	Buy	3,000 +1,000	+50%	+$75.3K	0.04%	296
2019 Q4	$163K	Buy	+2,000	New	+$160K	0.04%	311
2019 Q3	–	Sell	-56	Closed	-$4K	–	1478
2019 Q2	$4K	Sell	56 -325	-85%	-$24.7K	﹤0.01%	1195
2019 Q1	$29K	Buy	381 +2	+0.5%	+$145	0.01%	600
2018 Q4	$24K	Buy	+379	New	+$26.9K	0.01%	611

Other funds holding XLI

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital Investment Advisory Services's XLI Position: Q2 2026 in Review

Capital Investment Advisory Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 8.1% in Q2 2026, buying an estimated $69K and bringing the position to 5,272 shares worth $977K. The position accounts for 0.06% of the portfolio, ranked #312.

Capital Investment Advisory Services first reported a position in XLI in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.3M in Q1 2021. 1,425 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Capital Investment Advisory Services held 5,272 shares of State Street Industrial Select Sector SPDR ETF worth $977K as of Q2 2026.
Capital Investment Advisory Services bought 397 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $69K.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Capital Investment Advisory Services's portfolio in Q2 2026, its #312 holding.
Capital Investment Advisory Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Capital Investment Advisory Services's State Street Industrial Select Sector SPDR ETF position peaked at $11.3M in Q1 2021.
1,425 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.