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

CGC Financial 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	$926	Hold	5	–	–	﹤0.01%	312
2026 Q1	$809	Hold	5	–	–	﹤0.01%	310
2025 Q4	$776	Hold	5	–	–	﹤0.01%	317
2025 Q3	$771	Hold	5	–	–	﹤0.01%	315
2025 Q2	$738	Hold	5	–	–	﹤0.01%	307
2025 Q1	$655	Hold	5	–	–	﹤0.01%	303
2024 Q4	$659	Hold	5	–	–	﹤0.01%	309
2024 Q3	$677	Hold	5	–	–	﹤0.01%	307
2024 Q2	$609	Hold	5	–	–	﹤0.01%	310
2024 Q1	$630	Hold	5	–	–	﹤0.01%	314
2023 Q4	$570	Hold	5	–	–	﹤0.01%	328
2023 Q3	$507	Hold	5	–	–	﹤0.01%	290
2023 Q2	$537	Buy	+5	New	+$503	﹤0.01%	314

Other funds holding XLI

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

SFGP

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

AAG

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

BHWM

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CGC Financial Services's XLI Position: Q2 2026 in Review

CGC Financial Services held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 5 shares worth $926. The position accounts for ﹤0.01% of the portfolio, ranked #312.

CGC Financial Services first reported a position in XLI in Q2 2023 and has held it in 13 quarters since. 301 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

CGC Financial Services held 5 shares of State Street Industrial Select Sector SPDR ETF worth $926 as of Q2 2026.
CGC Financial Services left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #312 holding.
CGC Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
301 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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