CoreCap Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

CoreCap Advisors’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	$12.3M	Buy	66,204 +48,781	+280%	+$8.48M	0.36%	48
2026 Q1	$2.82M	Buy	17,423 +2,243	+15%	+$376K	0.1%	189
2025 Q4	$2.35M	Sell	15,180 -1,140	-7%	-$175K	0.08%	212
2025 Q3	$2.52M	Sell	16,320 -4,711	-22%	-$714K	0.09%	201
2025 Q2	$3.1M	Buy	21,031 +2,313	+12%	+$316K	0.12%	154
2025 Q1	$2.45M	Sell	18,718 -10,070	-35%	-$1.36M	0.11%	180
2024 Q4	$3.79M	Sell	28,788 -3,314	-10%	-$457K	0.17%	112
2024 Q3	$4.35M	Sell	32,102 -8,624	-21%	-$1.1M	0.2%	95
2024 Q2	$4.96M	Sell	40,726 -4,585	-10%	-$565K	0.52%	32
2024 Q1	$5.71M	Buy	45,311 +14,318	+46%	+$1.69M	0.3%	57
2023 Q4	$3.53M	Buy	30,993 +872	+3%	+$91.5K	0.23%	90
2023 Q3	$3.05M	Buy	30,121 +24,558	+441%	+$2.63M	0.22%	91
2023 Q2	$597K	Buy	+5,563	New	+$560K	0.04%	309
2022 Q4	$4.84M	Buy	49,297 +43,479	+747%	+$4.14M	0.35%	53
2022 Q3	$482K	Sell	5,818 -647	-10%	-$59.6K	0.04%	317
2022 Q2	$565K	Sell	6,465 -615	-9%	-$58K	0.04%	298
2022 Q1	$729K	Buy	7,080 +2,562	+57%	+$260K	0.05%	279
2021 Q4	$478K	Buy	+4,518	New	+$469K	0.03%	377

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

CoreCap Advisors's XLI Position: Q2 2026 in Review

CoreCap Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 280% in Q2 2026, buying an estimated $8.48M and bringing the position to 66,204 shares worth $12.3M. The position accounts for 0.36% of the portfolio, ranked #48.

CoreCap Advisors first reported a position in XLI in Q4 2021 and has held it in 18 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

CoreCap Advisors held 66,204 shares of State Street Industrial Select Sector SPDR ETF worth $12.3M as of Q2 2026.
CoreCap Advisors bought 48,781 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.48M.
State Street Industrial Select Sector SPDR ETF made up 0.36% of CoreCap Advisors's portfolio in Q2 2026, its #48 holding.
CoreCap Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.