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 Q2	$267K	Buy	+1,439	New	+$250K	0.01%	154
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 $1.55T 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

Capstone Financial Advisors's XLI Position: Q2 2026 in Review

Capstone Financial Advisors opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,439 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #154 among its holdings. This is a return to the name: Capstone Financial Advisors previously reported a position in XLI as recently as Q4 2025.

Capstone Financial Advisors first reported a position in XLI in Q3 2024 and has held it in 6 quarters since. 1,657 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Capstone Financial Advisors held 1,439 shares of State Street Industrial Select Sector SPDR ETF worth $267K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Capstone Financial Advisors position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #154 holding.
Capstone Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
1,657 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.