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

Cladis Investment Advisory’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	$669K	Buy	3,613 +298	+9%	+$51.8K	0.31%	91
2026 Q1	$536K	Hold	3,315	–	–	0.3%	96
2025 Q4	$514K	Buy	3,315 +25	+0.8%	+$3.85K	0.28%	93
2025 Q3	$507K	Buy	3,290 +50	+2%	+$7.58K	0.29%	90
2025 Q2	$478K	Buy	3,240 +184	+6%	+$25.1K	0.3%	91
2025 Q1	$401K	Buy	3,056 +45	+1%	+$6.08K	0.29%	89
2024 Q4	$397K	Buy	3,011 +1,411	+88%	+$195K	0.28%	88
2024 Q3	$217K	Buy	+1,600	New	+$203K	0.15%	124
2024 Q2	–	Sell	-1,600	Closed	-$202K	–	146
2024 Q1	$202K	Buy	+1,600	New	+$188K	0.15%	137

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cladis Investment Advisory's XLI Position: Q2 2026 in Review

Cladis Investment Advisory increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9% in Q2 2026, buying an estimated $51.8K and bringing the position to 3,613 shares worth $669K. The position accounts for 0.31% of the portfolio, ranked #91.

Cladis Investment Advisory first reported a position in XLI in Q1 2024 and has held it in 9 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Cladis Investment Advisory held 3,613 shares of State Street Industrial Select Sector SPDR ETF worth $669K as of Q2 2026.
Cladis Investment Advisory bought 298 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $51.8K.
State Street Industrial Select Sector SPDR ETF made up 0.31% of Cladis Investment Advisory's portfolio in Q2 2026, its #91 holding.
Cladis Investment Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.