Capitol Family Office’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Capitol Family Office’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	$2.19M	Buy	11,825 +805	+7%	+$140K	2.31%	7
2026 Q1	$1.71M	Hold	11,020	–	–	2.02%	10
2025 Q4	$1.71M	Buy	11,020 +527	+5%	+$81.1K	2.02%	10
2025 Q3	$1.62M	Buy	10,493 +46	+0.4%	+$6.97K	1.96%	10
2025 Q2	$1.54M	Buy	10,447 +17	+0.2%	+$2.32K	2.01%	10
2025 Q1	$1.37M	Buy	10,430 +8,845	+558%	+$1.2M	1.93%	10
2024 Q4	$209K	Hold	1,585	–	–	0.28%	17
2024 Q3	$215K	Buy	+1,585	New	+$201K	0.27%	17
2022 Q2	–	Sell	-2,293	Closed	-$236K	–	22
2022 Q1	$236K	Sell	2,293 -9,925	-81%	-$1.01M	0.19%	21
2021 Q4	$1.29M	Buy	+12,218	New	+$1.27M	0.89%	19

Other funds holding XLI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Capitol Family Office's XLI Position: Q2 2026 in Review

Capitol Family Office increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.3% in Q2 2026, buying an estimated $140K and bringing the position to 11,825 shares worth $2.19M. The position accounts for 2.31% of the portfolio, ranked #7.

Capitol Family Office first reported a position in XLI in Q4 2021 and has held it in 10 quarters since. 991 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Capitol Family Office held 11,825 shares of State Street Industrial Select Sector SPDR ETF worth $2.19M as of Q2 2026.
Capitol Family Office bought 805 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $140K.
State Street Industrial Select Sector SPDR ETF made up 2.31% of Capitol Family Office's portfolio in Q2 2026, its #7 holding.
Capitol Family Office first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
991 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.