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

Creative Financial Designs’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	$1.17M	Buy	6,304 +722	+13%	+$125K	0.06%	262
2026 Q1	$903K	Buy	5,582 +85	+2%	+$14.3K	0.05%	238
2025 Q4	$853K	Sell	5,497 -4,092	-43%	-$630K	0.05%	246
2025 Q3	$1.48M	Sell	9,589 -395	-4%	-$59.8K	0.1%	178
2025 Q2	$1.47M	Hold	9,984	–	–	0.11%	161
2025 Q1	$1.31M	Sell	9,984 -2,633	-21%	-$356K	0.1%	161
2024 Q4	$1.66M	Buy	12,617 +121	+1%	+$16.7K	0.14%	133
2024 Q3	$1.69M	Buy	12,496 +1,277	+11%	+$162K	0.14%	130
2024 Q2	$1.37M	Buy	11,219 +8,488	+311%	+$1.05M	0.12%	151
2024 Q1	$344K	Buy	2,731 +1,073	+65%	+$126K	0.03%	317
2023 Q4	$189K	Sell	1,658 -234	-12%	-$24.6K	0.02%	397
2023 Q3	$192K	Buy	1,892 +782	+70%	+$83.7K	0.02%	342
2023 Q2	$119K	Buy	1,110 +195	+21%	+$19.6K	0.01%	443
2023 Q1	$92.6K	Buy	915 +91	+11%	+$9.15K	0.01%	473
2022 Q4	$81K	Sell	824 -1,155	-58%	-$110K	0.01%	486
2022 Q3	$164K	Sell	1,979 -7	-0.4%	-$644	0.03%	335
2022 Q2	$173K	Sell	1,986 -1,141	-36%	-$108K	0.03%	327
2022 Q1	$322K	Buy	3,127 +718	+30%	+$72.9K	0.05%	238
2021 Q4	$255K	Sell	2,409 -280	-10%	-$29.1K	0.04%	268
2021 Q3	$263K	Buy	2,689 +67	+3%	+$6.88K	0.04%	262
2021 Q2	$269K	Buy	2,622 +41	+2%	+$4.2K	0.05%	256
2021 Q1	$254K	Buy	2,581 +328	+15%	+$30K	0.05%	243
2020 Q4	$200K	Buy	2,253 +1,396	+163%	+$118K	0.04%	253
2020 Q3	$66K	Buy	857 +154	+22%	+$11.5K	0.02%	416
2020 Q2	$48K	Buy	+703	New	+$45.6K	0.01%	424
2018 Q1	–	Sell	-29	Closed	-$2K	–	764
2017 Q4	$2K	Sell	29 -191	-87%	-$13.9K	﹤0.01%	625
2017 Q3	$16K	Buy	220 +1	+0.5%	+$69	0.01%	363
2017 Q2	$15K	Buy	219 +191	+682%	+$12.7K	0.01%	365
2017 Q1	$2K	Sell	28 -205	-88%	-$13.2K	﹤0.01%	621
2016 Q4	$14K	Buy	+233	New	+$14K	0.01%	364

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

Creative Financial Designs's XLI Position: Q2 2026 in Review

Creative Financial Designs increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 13% in Q2 2026, buying an estimated $125K and bringing the position to 6,304 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #262.

Creative Financial Designs first reported a position in XLI in Q4 2016 and has held it in 30 quarters since. The position peaked at $1.69M in Q3 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Creative Financial Designs held 6,304 shares of State Street Industrial Select Sector SPDR ETF worth $1.17M as of Q2 2026.
Creative Financial Designs bought 722 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $125K.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Creative Financial Designs's portfolio in Q2 2026, its #262 holding.
Creative Financial Designs first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 30 quarters since.
Creative Financial Designs's State Street Industrial Select Sector SPDR ETF position peaked at $1.69M in Q3 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.