Convergence Financial
XLI icon

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

Convergence Financial’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
Q3 		$809K Buy
+4,848
New +$864K 0.11% 133

Other funds holding XLI

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Convergence Financial's XLI Position: Q3 2026 in Review

Convergence Financial opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026: 4,848 shares worth $809K. The stake represents 0.11% of the portfolio and ranks #133 among its holdings.

703 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Convergence Financial held 4,848 shares of State Street Industrial Select Sector SPDR ETF worth $809K as of Q3 2026.
  • State Street Industrial Select Sector SPDR ETF was a new Convergence Financial position in Q3 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.11% of Convergence Financial's portfolio in Q3 2026, its #133 holding.
  • 703 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.