Consolidated Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Consolidated Capital Management’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	$331K	Buy	1,785 +9	+0.5%	+$1.56K	0.09%	56
2026 Q1	$287K	Sell	1,776 -2,225	-56%	-$373K	0.09%	55
2025 Q4	$621K	Buy	+4,001	New	+$616K	0.19%	46
2025 Q3	–	Sell	-1,369	Closed	-$202K	–	55
2025 Q2	$202K	Buy	+1,369	New	+$187K	0.07%	47
2024 Q2	–	Sell	-1,615	Closed	-$203K	–	45
2024 Q1	$203K	Buy	+1,615	New	+$190K	0.1%	43
2023 Q3	–	Sell	-2,000	Closed	-$215K	–	49
2023 Q2	$215K	Buy	+2,000	New	+$201K	0.11%	47
2022 Q3	–	Sell	-2,709	Closed	-$237K	–	72
2022 Q2	$237K	Buy	2,709 +95	+4%	+$8.96K	0.14%	50
2022 Q1	$268K	Sell	2,614 -1,245	-32%	-$126K	0.12%	45
2021 Q4	$408K	Buy	3,859 +108	+3%	+$11.2K	0.18%	34
2021 Q3	$367K	Buy	3,751 +72	+2%	+$7.4K	0.17%	35
2021 Q2	$377K	Buy	3,679 +40	+1%	+$4.1K	0.17%	36
2021 Q1	$358K	Buy	+3,639	New	+$333K	0.18%	33
2020 Q1	–	Sell	-15,195	Closed	-$1.24M	–	45
2019 Q4	$1.24M	Buy	+15,195	New	+$1.21M	0.82%	24

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

Consolidated Capital Management's XLI Position: Q2 2026 in Review

Consolidated Capital Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.51% in Q2 2026, buying an estimated $1.56K and bringing the position to 1,785 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #56.

Consolidated Capital Management first reported a position in XLI in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.24M in Q4 2019. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Consolidated Capital Management held 1,785 shares of State Street Industrial Select Sector SPDR ETF worth $331K as of Q2 2026.
Consolidated Capital Management bought 9 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.56K.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Consolidated Capital Management's portfolio in Q2 2026, its #56 holding.
Consolidated Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 13 quarters since.
Consolidated Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.24M in Q4 2019.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Consolidated Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.