Columbia Advisory Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Columbia Advisory Partners’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	$606K	Sell	3,271 -269	-8%	-$46.7K	0.33%	47
2026 Q1	$573K	Sell	3,540 -1,129	-24%	-$189K	0.37%	47
2025 Q4	$724K	Sell	4,669 -636	-12%	-$97.9K	0.49%	36
2025 Q3	$818K	Sell	5,305 -70	-1%	-$10.6K	0.57%	33
2025 Q2	$793K	Sell	5,375 -3,982	-43%	-$543K	0.6%	30
2025 Q1	$1.23M	Sell	9,357 -4,154	-31%	-$561K	1.06%	24
2024 Q4	$1.78M	Sell	13,511 -48,776	-78%	-$6.72M	1.66%	12
2024 Q3	$8.44M	Sell	62,287 -4,407	-7%	-$560K	7.99%	5
2024 Q2	$8.13M	Buy	66,694 +3,243	+5%	+$400K	7.93%	5
2024 Q1	$7.99M	Buy	63,451 +3,134	+5%	+$369K	8.1%	5
2023 Q4	$6.88M	Buy	60,317 +6,235	+12%	+$654K	7.07%	5
2023 Q3	$5.48M	Buy	+54,082	New	+$5.79M	5.97%	6

Other funds holding XLI

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Columbia Advisory Partners's XLI Position: Q2 2026 in Review

Columbia Advisory Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.6% in Q2 2026, selling an estimated $46.7K and leaving 3,271 shares worth $606K. The position accounts for 0.33% of the portfolio, ranked #47.

Columbia Advisory Partners first reported a position in XLI in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.44M in Q3 2024. 674 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Columbia Advisory Partners held 3,271 shares of State Street Industrial Select Sector SPDR ETF worth $606K as of Q2 2026.
Columbia Advisory Partners sold 269 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $46.7K.
State Street Industrial Select Sector SPDR ETF made up 0.33% of Columbia Advisory Partners's portfolio in Q2 2026, its #47 holding.
Columbia Advisory Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Columbia Advisory Partners's State Street Industrial Select Sector SPDR ETF position peaked at $8.44M in Q3 2024.
674 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.