CFS Investment Advisory Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

CFS Investment Advisory 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	$309K	Buy	+1,682	New	+$292K	0.02%	312

Other funds holding XLI

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

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

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

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

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

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CFS Investment Advisory Services's XLI Position: Q2 2026 in Review

CFS Investment Advisory Services opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,682 shares worth $309K. The stake represents 0.02% of the portfolio and ranks #312 among its holdings.

497 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

CFS Investment Advisory Services held 1,682 shares of State Street Industrial Select Sector SPDR ETF worth $309K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new CFS Investment Advisory Services position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #312 holding.
497 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.