Certified Advisory Corp’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Certified Advisory Corp’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	$4.48M	Sell	24,163 -181	-0.7%	-$31.5K	0.36%	76
2026 Q1	$3.94M	Buy	24,344 +272	+1%	+$45.7K	0.35%	78
2025 Q4	$3.73M	Buy	24,072 +1	+0%	+$154	0.34%	77
2025 Q3	$3.71M	Sell	24,071 -82	-0.3%	-$12.4K	0.35%	75
2025 Q2	$3.56M	Sell	24,153 -487	-2%	-$66.4K	0.37%	76
2025 Q1	$3.23M	Sell	24,640 -287	-1%	-$38.8K	0.37%	76
2024 Q4	$3.28M	Sell	24,927 -76	-0.3%	-$10.5K	0.36%	77
2024 Q3	$3.39M	Buy	25,003 +228	+0.9%	+$29K	0.38%	79
2024 Q2	$3.02M	Buy	24,775 +224	+0.9%	+$27.6K	0.38%	82
2024 Q1	$3.09M	Buy	24,551 +512	+2%	+$60.3K	0.43%	69
2023 Q4	$2.74M	Buy	24,039 +92	+0.4%	+$9.66K	0.42%	77
2023 Q3	$2.43M	Buy	23,947 +962	+4%	+$103K	0.45%	71
2023 Q2	$2.47M	Sell	22,985 -343	-1%	-$34.5K	0.45%	67
2023 Q1	$2.36M	Sell	23,328 -84	-0.4%	-$8.45K	0.42%	74
2022 Q4	$2.3M	Sell	23,412 -30	-0.1%	-$2.86K	0.45%	64
2022 Q3	$1.94M	Sell	23,442 -280	-1%	-$25.8K	0.44%	65
2022 Q2	$2.07M	Sell	23,722 -31	-0.1%	-$2.92K	0.46%	62
2022 Q1	$2.45M	Buy	23,753 +164	+0.7%	+$16.7K	0.52%	54
2021 Q4	$2.5M	Buy	23,589 +15	+0.1%	+$1.56K	0.55%	51
2021 Q3	$2.31M	Buy	23,574 +863	+4%	+$88.7K	0.56%	49
2021 Q2	$2.33M	Buy	22,711 +362	+2%	+$37.1K	0.58%	47
2021 Q1	$2.2M	Buy	+22,349	New	+$2.05M	0.57%	47
2020 Q2	$1.55M	Sell	22,504 -94	-0.4%	-$6.1K	0.51%	52
2020 Q1	$1.33M	Sell	22,598 -932	-4%	-$70.2K	0.53%	42
2019 Q4	$1.92M	Sell	23,530 -76	-0.3%	-$6.07K	0.61%	35
2019 Q3	$1.83M	Sell	23,606 -1,316	-5%	-$101K	0.64%	34
2019 Q2	$1.93M	Sell	24,922 -79	-0.3%	-$6.01K	0.72%	31
2019 Q1	$1.88M	Sell	25,001 -505	-2%	-$36.6K	0.79%	30
2018 Q4	$1.64M	Buy	25,506 +9	+0%	+$638	0.85%	24
2018 Q3	$2M	Sell	25,497 -9,077	-26%	-$692K	0.92%	24
2018 Q2	$1.46M	Buy	34,574 +10,514	+44%	+$780K	0.81%	28
2018 Q1	$1.79M	Buy	24,060 +21,883	+1,005%	+$1.69M	1.06%	21
2017 Q4	$164K	Buy	+2,177	New	+$158K	0.12%	129

Other funds holding XLI

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Certified Advisory Corp's XLI Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.74% in Q2 2026, selling an estimated $31.5K and leaving 24,163 shares worth $4.48M. The position accounts for 0.36% of the portfolio, ranked #76.

Certified Advisory Corp first reported a position in XLI in Q4 2017 and has held it in 33 quarters since. 593 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Certified Advisory Corp held 24,163 shares of State Street Industrial Select Sector SPDR ETF worth $4.48M as of Q2 2026.
Certified Advisory Corp sold 181 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $31.5K.
State Street Industrial Select Sector SPDR ETF made up 0.36% of Certified Advisory Corp's portfolio in Q2 2026, its #76 holding.
Certified Advisory Corp first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
593 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.