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CDM Financial Counseling Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

CDM Financial Counseling Services’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 		– Sell
-1,331
Closed -$215K – 82
2026
Q1 		$215K Sell
1,331
-3
-0.2% -$504 0.21% 76
2025
Q4 		$207K Buy
+1,334
New +$205K 0.19% 78

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CDM Financial Counseling Services's XLI Position: Q2 2026 in Review

CDM Financial Counseling Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 1,331 shares — an estimated $215K sold.

CDM Financial Counseling Services first reported a position in XLI in Q4 2025 and held it in 2 quarters. The position peaked at $215K in Q1 2026. 1,652 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • CDM Financial Counseling Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • CDM Financial Counseling Services sold 1,331 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $215K.
  • CDM Financial Counseling Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • CDM Financial Counseling Services's State Street Industrial Select Sector SPDR ETF position peaked at $215K in Q1 2026.
  • 1,652 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.