CFC Planning Company’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

CFC Planning Company’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 Q1	$2.33M	Sell	14,401 -943	-6%	-$158K	1.66%	23
2025 Q4	$2.38M	Sell	15,344 -1,573	-9%	-$242K	1.81%	26
2025 Q3	$2.61M	Buy	16,917 +2,569	+18%	+$389K	2.14%	18
2025 Q2	$2.12M	Buy	14,348 +1,367	+11%	+$186K	2%	19
2025 Q1	$1.7M	Sell	12,981 -3,087	-19%	-$417K	1.82%	24
2024 Q4	$2.12M	Buy	+16,068	New	+$2.22M	2.27%	22

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CFC Planning Company's XLI Position: Q1 2026 in Review

CFC Planning Company reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.1% in Q1 2026, selling an estimated $158K and leaving 14,401 shares worth $2.33M. The position accounts for 1.66% of the portfolio, ranked #23.

CFC Planning Company first reported a position in XLI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.61M in Q3 2025. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

CFC Planning Company held 14,401 shares of State Street Industrial Select Sector SPDR ETF worth $2.33M as of Q1 2026.
CFC Planning Company sold 943 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $158K.
State Street Industrial Select Sector SPDR ETF made up 1.66% of CFC Planning Company's portfolio in Q1 2026, its #23 holding.
CFC Planning Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
CFC Planning Company's State Street Industrial Select Sector SPDR ETF position peaked at $2.61M in Q3 2025.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.