Capstone Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Capstone Financial 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	-1,555	Closed	-$241K	–	203
2025 Q4	$241K	Buy	1,555 +37	+2%	+$5.69K	0.01%	151
2025 Q3	$234K	Sell	1,518 -153	-9%	-$23.2K	0.01%	159
2025 Q2	$246K	Buy	1,671 +95	+6%	+$13K	0.01%	138
2025 Q1	$207K	Buy	+1,576	New	+$213K	0.01%	141
2024 Q4	–	Sell	-1,478	Closed	-$200K	–	168
2024 Q3	$200K	Buy	+1,478	New	+$188K	0.01%	141

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

Capstone Financial Advisors's XLI Position: Q1 2026 in Review

Capstone Financial Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 1,555 shares — an estimated $241K sold.

Capstone Financial Advisors first reported a position in XLI in Q3 2024 and held it in 5 quarters. The position peaked at $246K in Q2 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Capstone Financial Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Capstone Financial Advisors sold 1,555 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $241K.
Capstone Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and held it in 5 quarters.
Capstone Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $246K in Q2 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.