Client First Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Client First Capital’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	$7.04M	Buy	38,009 +74	+0.2%	+$12.9K	2.8%	10
2026 Q1	$6.14M	Buy	+37,935	New	+$6.37M	2.66%	10
2025 Q1	–	Sell	-33,019	Closed	-$4.35M	–	22
2024 Q4	$4.35M	Buy	33,019 +3,295	+11%	+$454K	2.24%	13
2024 Q3	$4.03M	Sell	29,724 -10,011	-25%	-$1.27M	2.23%	11
2024 Q2	$4.84M	Buy	+39,735	New	+$4.9M	2.92%	10

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

Client First Capital's XLI Position: Q2 2026 in Review

Client First Capital increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.2% in Q2 2026, buying an estimated $12.9K and bringing the position to 38,009 shares worth $7.04M. The position accounts for 2.8% of the portfolio, ranked #10.

Client First Capital first reported a position in XLI in Q2 2024 and has held it in 5 quarters since. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Client First Capital held 38,009 shares of State Street Industrial Select Sector SPDR ETF worth $7.04M as of Q2 2026.
Client First Capital bought 74 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $12.9K.
State Street Industrial Select Sector SPDR ETF made up 2.8% of Client First Capital's portfolio in Q2 2026, its #10 holding.
Client First Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 5 quarters since.
813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Client First Capital's 13F filing for Q2 2026, filed 13 Jul 2026.