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

Capital Performance Advisors’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	$502K	Buy	2,713 +4	+0.1%	+$695	0.03%	166
2026 Q1	$438K	Buy	2,709 +72	+3%	+$12.1K	0.03%	240
2025 Q4	$409K	Buy	+2,637	New	+$406K	0.03%	249

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 Performance Advisors's XLI Position: Q2 2026 in Review

Capital Performance Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.15% in Q2 2026, buying an estimated $695 and bringing the position to 2,713 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #166.

Capital Performance Advisors first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Capital Performance Advisors held 2,713 shares of State Street Industrial Select Sector SPDR ETF worth $502K as of Q2 2026.
Capital Performance Advisors bought 4 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $695.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #166 holding.
Capital Performance Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 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 Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.