Cavalier Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cavalier Investments’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	$27.8M	Buy	150,000 +50,000	+50%	+$8.69M	1.15%	11
2026 Q1	$16.2M	Buy	+100,000	New	+$16.8M	0.44%	26

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

Cavalier Investments's XLI Position: Q2 2026 in Review

Cavalier Investments opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 42,489 shares worth $7.87M. The stake represents 0.33% of the portfolio and ranks #33 among its holdings. This is a return to the name: Cavalier Investments previously reported a position in XLI as recently as Q3 2024.

Cavalier Investments first reported a position in XLI in Q2 2016 and has held it in 31 quarters since. The position peaked at $19.2M in Q1 2018. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Cavalier Investments held 42,489 shares of State Street Industrial Select Sector SPDR ETF worth $7.87M as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Cavalier Investments position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.33% of Cavalier Investments's portfolio in Q2 2026, its #33 holding.
Cavalier Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2016 and has held it in 31 quarters since.
Cavalier Investments's State Street Industrial Select Sector SPDR ETF position peaked at $19.2M in Q1 2018.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.