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

Clayton Financial 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 		– Sell
-359
Closed -$58.1K – 581
2026
Q1 		$58.1K Sell
359
-42
-10% -$7.05K 0.03% 137
2025
Q4 		$62.2K Buy
+401
New +$61.7K 0.03% 137

Other funds holding XLI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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
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
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Clayton Financial Group's XLI Position: Q2 2026 in Review

Clayton Financial Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 359 shares — an estimated $58.1K sold.

Clayton Financial Group first reported a position in XLI in Q4 2025 and held it in 2 quarters. The position peaked at $62.2K in Q4 2025. 766 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Clayton Financial Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 359 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $58.1K.
  • Clayton Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $62.2K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.