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

Coordinated Financial Services’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 Q1	–	Sell	-1,596	Closed	-$248K	–	194
2025 Q4	$248K	Hold	1,596	–	–	0.14%	155
2025 Q3	$246K	Buy	+1,596	New	+$242K	0.16%	141
2024 Q2	–	Sell	-1,861	Closed	-$234K	–	136
2024 Q1	$234K	Buy	+1,861	New	+$219K	0.2%	118

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Coordinated Financial Services's XLI Position: Q1 2026 in Review

Coordinated Financial Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 1,596 shares — an estimated $248K sold.

Coordinated Financial Services first reported a position in XLI in Q1 2024 and held it in 3 quarters. The position peaked at $248K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Coordinated Financial Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Coordinated Financial Services sold 1,596 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $248K.
Coordinated Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and held it in 3 quarters.
Coordinated Financial Services's State Street Industrial Select Sector SPDR ETF position peaked at $248K in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.