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

Capital Planning 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 Q1	–	Sell	-41,501	Closed	-$6.44M	–	168
2025 Q4	$6.44M	Buy	41,501 +1,417	+4%	+$218K	0.86%	28
2025 Q3	$6.18M	Sell	40,084 -1,124	-3%	-$170K	0.85%	30
2025 Q2	$6.08M	Sell	41,208 -1,641	-4%	-$224K	0.89%	32
2025 Q1	$5.62M	Buy	42,849 +14,304	+50%	+$1.93M	0.87%	31
2024 Q4	$3.76M	Buy	+28,545	New	+$3.94M	0.58%	41
2022 Q2	–	Sell	-2,548	Closed	-$262K	–	168
2022 Q1	$262K	Hold	2,548	–	–	0.06%	137
2021 Q4	$270K	Buy	+2,548	New	+$265K	0.05%	135
2019 Q4	–	Sell	-1,959	Closed	-$152K	–	155
2019 Q3	$152K	Sell	1,959 -14,427	-88%	-$1.11M	0.04%	121
2019 Q2	$1.27M	Sell	16,386 -28,691	-64%	-$2.18M	0.37%	57
2019 Q1	$3.38M	Sell	45,077 -438	-1%	-$31.7K	1.03%	34
2018 Q4	$2.93M	Sell	45,515 -4,436	-9%	-$314K	1.07%	31
2018 Q3	$3.92M	Buy	49,951 +13,158	+36%	+$1M	1.25%	22
2018 Q2	$2.63M	Sell	36,793 -10,232	-22%	-$759K	1.19%	23
2018 Q1	$3.49M	Buy	47,025 +1,962	+4%	+$151K	1.24%	23
2017 Q4	$3.41M	Buy	45,063 +6,288	+16%	+$458K	1.2%	23
2017 Q3	$2.75M	Buy	38,775 +4,872	+14%	+$335K	1.08%	27
2017 Q2	$2.31M	Buy	33,903 +12,732	+60%	+$850K	1.02%	31
2017 Q1	$1.38M	Buy	21,171 +1,321	+7%	+$85.4K	0.68%	37
2016 Q4	$1.24M	Buy	19,850 +15,097	+318%	+$909K	0.66%	38
2016 Q3	$277K	Buy	4,753 +296	+7%	+$17.2K	0.15%	84
2016 Q2	$250K	Sell	4,457 -1,000	-18%	-$55.7K	0.14%	86
2016 Q1	$303K	Sell	5,457 -740	-12%	-$38.3K	0.15%	82
2015 Q4	$329K	Buy	6,197 +1,500	+32%	+$80.5K	0.19%	80
2015 Q3	$234K	Sell	4,697 -9,605	-67%	-$506K	0.15%	91
2015 Q2	$773K	Buy	14,302 +7,727	+118%	+$434K	0.45%	45
2015 Q1	$367K	Sell	6,575 -17,344	-73%	-$976K	0.26%	65
2014 Q4	$1.35M	Buy	+23,919	New	+$1.31M	1.18%	23

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Capital Planning Advisors's XLI Position: Q1 2026 in Review

Capital Planning Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 41,501 shares — an estimated $6.44M sold.

Capital Planning Advisors first reported a position in XLI in Q4 2014 and held it in 27 quarters. The position peaked at $6.44M in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Capital Planning Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Capital Planning Advisors sold 41,501 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $6.44M.
Capital Planning Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and held it in 27 quarters.
Capital Planning Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $6.44M in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.