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Chatterton & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Chatterton & Associates’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 		$298K Buy
1,648
+86
+6% +$14.9K 0.18% 80
2026
Q1 		$269K Buy
+1,562
New +$262K 0.19% 78

Other funds holding XLI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Chatterton & Associates's XLI Position: Q2 2026 in Review

Chatterton & Associates increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.5% in Q2 2026, buying an estimated $14.9K and bringing the position to 1,648 shares worth $298K. The position accounts for 0.18% of the portfolio, ranked #80.

Chatterton & Associates first reported a position in XLI in Q1 2026 and has held it in 2 quarters since. 1,038 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Chatterton & Associates held 1,648 shares of State Street Industrial Select Sector SPDR ETF worth $298K as of Q2 2026.
  • Chatterton & Associates bought 86 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $14.9K.
  • State Street Industrial Select Sector SPDR ETF made up 0.18% of Chatterton & Associates's portfolio in Q2 2026, its #80 holding.
  • Chatterton & Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,038 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.