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

Clark Financial Services Group’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	$3.51M	Buy	18,971 +102	+0.5%	+$17.7K	1.66%	15
2026 Q1	$3.05M	Buy	+18,869	New	+$3.17M	1.65%	16
2021 Q3	–	Sell	-15,879	Closed	-$1.63M	–	67
2021 Q2	$1.63M	Buy	15,879 +284	+2%	+$29.1K	1.28%	21
2021 Q1	$1.53M	Buy	+15,595	New	+$1.43M	1.3%	19

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

Clark Financial Services Group's XLI Position: Q2 2026 in Review

Clark Financial Services Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.54% in Q2 2026, buying an estimated $17.7K and bringing the position to 18,971 shares worth $3.51M. The position accounts for 1.66% of the portfolio, ranked #15.

Clark Financial Services Group first reported a position in XLI in Q1 2021 and has held it in 4 quarters since. 1,647 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Clark Financial Services Group held 18,971 shares of State Street Industrial Select Sector SPDR ETF worth $3.51M as of Q2 2026.
Clark Financial Services Group bought 102 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $17.7K.
State Street Industrial Select Sector SPDR ETF made up 1.66% of Clark Financial Services Group's portfolio in Q2 2026, its #15 holding.
Clark Financial Services Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 4 quarters since.
1,647 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.