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

Capital Square’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	$409K	Buy	2,248 +26	+1%	+$4.52K	0.18%	121
2026 Q1	$383K	Buy	2,222 +48	+2%	+$8.06K	0.18%	126
2025 Q4	$337K	Buy	2,174 +129	+6%	+$19.8K	0.17%	133
2025 Q3	$315K	Buy	2,045 +166	+9%	+$25.1K	0.16%	135
2025 Q2	$282K	Hold	1,879	–	–	0.15%	149
2025 Q1	$246K	Sell	1,879 -166	-8%	-$22.4K	0.14%	147
2024 Q4	$289K	Buy	+2,045	New	+$282K	0.16%	136

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 Square's XLI Position: Q2 2026 in Review

Capital Square increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.2% in Q2 2026, buying an estimated $4.52K and bringing the position to 2,248 shares worth $409K. The position accounts for 0.18% of the portfolio, ranked #121.

Capital Square first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,658 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Capital Square held 2,248 shares of State Street Industrial Select Sector SPDR ETF worth $409K as of Q2 2026.
Capital Square bought 26 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.52K.
State Street Industrial Select Sector SPDR ETF made up 0.18% of Capital Square's portfolio in Q2 2026, its #121 holding.
Capital Square first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,658 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.