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

Cresta 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	$1.81M	Buy	9,772 +154	+2%	+$26.8K	0.65%	26
2026 Q1	$1.56M	Sell	9,618 -95	-1%	-$15.9K	0.64%	28
2025 Q4	$1.51M	Buy	9,713 +418	+4%	+$64.3K	0.63%	27
2025 Q3	$1.43M	Sell	9,295 -4,021	-30%	-$609K	0.64%	25
2025 Q2	$1.96M	Sell	13,316 -636	-5%	-$86.8K	0.96%	24
2025 Q1	$1.83M	Sell	13,952 -869	-6%	-$117K	0.95%	23
2024 Q4	$2.01M	Hold	14,821	–	–	1.05%	24
2024 Q3	$2.01M	Buy	14,821 +938	+7%	+$119K	1.05%	24
2024 Q2	$1.69M	Buy	13,883 +2,307	+20%	+$284K	1%	24
2024 Q1	$1.46M	Buy	11,576 +349	+3%	+$41.1K	0.92%	24
2023 Q4	$1.28M	Buy	11,227 +248	+2%	+$26K	0.85%	25
2023 Q3	$1.11M	Buy	10,979 +389	+4%	+$41.6K	0.86%	24
2023 Q2	$1.14M	Buy	+10,590	New	+$1.07M	0.88%	27
2023 Q1	–	Sell	-3,933	Closed	-$386K	–	44
2022 Q4	$386K	Hold	3,933	–	–	0.34%	25
2022 Q3	$326K	Buy	+3,933	New	+$362K	0.4%	24

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

Cresta Advisors's XLI Position: Q2 2026 in Review

Cresta Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.6% in Q2 2026, buying an estimated $26.8K and bringing the position to 9,772 shares worth $1.81M. The position accounts for 0.65% of the portfolio, ranked #26.

Cresta Advisors first reported a position in XLI in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.01M in Q4 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Cresta Advisors held 9,772 shares of State Street Industrial Select Sector SPDR ETF worth $1.81M as of Q2 2026.
Cresta Advisors bought 154 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $26.8K.
State Street Industrial Select Sector SPDR ETF made up 0.65% of Cresta Advisors's portfolio in Q2 2026, its #26 holding.
Cresta Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
Cresta Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $2.01M in Q4 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.