Claro Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Claro Advisors’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	$2.1M	Buy	11,349 +208	+2%	+$36.1K	0.22%	79
2026 Q1	$1.8M	Buy	11,141 +6,893	+162%	+$1.16M	0.22%	84
2025 Q4	$659K	Sell	4,248 -443	-9%	-$68.2K	0.09%	190
2025 Q3	$724K	Buy	4,691 +655	+16%	+$99.2K	0.11%	171
2025 Q2	$595K	Sell	4,036 -2,275	-36%	-$310K	0.1%	181
2025 Q1	$827K	Buy	6,311 +3,417	+118%	+$462K	0.11%	171
2024 Q4	$381K	Sell	2,894 -7,743	-73%	-$1.07M	0.05%	299
2024 Q3	$1.44M	Sell	10,637 -2,840	-21%	-$361K	0.19%	110
2024 Q2	$1.64M	Buy	13,477 +1,808	+15%	+$223K	0.26%	79
2024 Q1	$1.47M	Buy	11,669 +3,679	+46%	+$433K	0.26%	81
2023 Q4	$911K	Buy	7,990 +1,086	+16%	+$114K	0.2%	118
2023 Q3	$700K	Buy	6,904 +2,668	+63%	+$286K	0.18%	142
2023 Q2	$455K	Buy	+4,236	New	+$426K	0.11%	205
2022 Q2	–	Sell	-2,234	Closed	-$236K	–	329
2022 Q1	$236K	Hold	2,234	–	–	0.08%	233
2021 Q4	$236K	Buy	2,234 +35	+2%	+$3.64K	0.08%	233
2021 Q3	$215K	Buy	2,199 +37	+2%	+$3.8K	0.09%	230
2021 Q2	$221K	Buy	+2,162	New	+$222K	0.1%	211
2021 Q1	–	Sell	-4,221	Closed	-$374K	–	232
2020 Q4	$374K	Buy	+4,221	New	+$356K	0.2%	136
2020 Q3	–	Sell	-2,920	Closed	-$201K	–	202
2020 Q2	$201K	Buy	+2,920	New	+$189K	0.14%	177
2019 Q1	–	Sell	-122	Closed	-$10K	–	953
2018 Q4	$10K	Buy	+122	New	+$8.65K	0.01%	685

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

Claro Advisors's XLI Position: Q2 2026 in Review

Claro Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.9% in Q2 2026, buying an estimated $36.1K and bringing the position to 11,349 shares worth $2.1M. The position accounts for 0.22% of the portfolio, ranked #79.

Claro Advisors first reported a position in XLI in Q4 2018 and has held it in 20 quarters since. 1,657 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Claro Advisors held 11,349 shares of State Street Industrial Select Sector SPDR ETF worth $2.1M as of Q2 2026.
Claro Advisors bought 208 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $36.1K.
State Street Industrial Select Sector SPDR ETF made up 0.22% of Claro Advisors's portfolio in Q2 2026, its #79 holding.
Claro Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 20 quarters since.
1,657 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.