CPA
XLI icon

Cathy Pareto & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cathy Pareto & Associates’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 		$205K Buy
+1,108
New +$193K 0.12% 100
2025
Q3 		– Sell
-1,452
Closed -$214K – 93
2025
Q2 		$214K Buy
+1,452
New +$198K 0.18% 84

Other funds holding XLI

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Cathy Pareto & Associates's XLI Position: Q2 2026 in Review

Cathy Pareto & Associates opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,108 shares worth $205K. The stake represents 0.12% of the portfolio and ranks #100 among its holdings. This is a return to the name: Cathy Pareto & Associates previously reported a position in XLI as recently as Q2 2025.

Cathy Pareto & Associates first reported a position in XLI in Q2 2025 and has held it in 2 quarters since. The position peaked at $214K in Q2 2025. 443 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Cathy Pareto & Associates held 1,108 shares of State Street Industrial Select Sector SPDR ETF worth $205K as of Q2 2026.
  • State Street Industrial Select Sector SPDR ETF was a new Cathy Pareto & Associates position in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.12% of Cathy Pareto & Associates's portfolio in Q2 2026, its #100 holding.
  • Cathy Pareto & Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 2 quarters since.
  • Cathy Pareto & Associates's State Street Industrial Select Sector SPDR ETF position peaked at $214K in Q2 2025.
  • 443 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.