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

Cooper 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
Q3 		$220K Buy
+1,315
New +$234K 0.02% 416
2021
Q3 		– Sell
-2,673
Closed -$274K – 271
2021
Q2 		$274K Buy
+2,673
New +$274K 0.06% 199

Other funds holding XLI

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Cooper Financial Group's XLI Position: Q3 2026 in Review

Cooper Financial Group opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026: 1,315 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #416 among its holdings. This is a return to the name: Cooper Financial Group previously reported a position in XLI as recently as Q2 2021.

Cooper Financial Group first reported a position in XLI in Q2 2021 and has held it in 2 quarters since. The position peaked at $274K in Q2 2021. 55 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Cooper Financial Group held 1,315 shares of State Street Industrial Select Sector SPDR ETF worth $220K as of Q3 2026.
  • State Street Industrial Select Sector SPDR ETF was a new Cooper Financial Group position in Q3 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #416 holding.
  • Cooper Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 2 quarters since.
  • Cooper Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $274K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.