CVA Family Office’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

CVA Family Office’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	$217K	Buy	1,173 +123	+12%	+$21.4K	0.02%	326
2026 Q1	$170K	Hold	1,050	–	–	0.02%	356
2025 Q4	$163K	Sell	1,050 -76	-7%	-$11.7K	0.02%	329
2025 Q3	$174K	Hold	1,126	–	–	0.02%	318
2025 Q2	$166K	Hold	1,126	–	–	0.02%	322
2025 Q1	$148K	Buy	1,126 +76	+7%	+$10.3K	0.02%	327
2024 Q4	$138K	Hold	1,050	–	–	0.02%	332
2024 Q3	$142K	Hold	1,050	–	–	0.02%	310
2024 Q2	$128K	Hold	1,050	–	–	0.02%	313
2024 Q1	$132K	Hold	1,050	–	–	0.02%	313
2023 Q4	$120K	Buy	+1,050	New	+$110K	0.02%	309
2023 Q3	–	Sell	-1,050	Closed	-$113K	–	975
2023 Q2	$113K	Hold	1,050	–	–	0.02%	292
2023 Q1	$106K	Hold	1,050	–	–	0.02%	299
2022 Q4	$103K	Hold	1,050	–	–	0.03%	286
2022 Q3	$87K	Hold	1,050	–	–	0.02%	263
2022 Q2	$92K	Hold	1,050	–	–	0.03%	259
2022 Q1	$108K	Hold	1,050	–	–	0.03%	248
2021 Q4	$111K	Hold	1,050	–	–	0.03%	235
2021 Q3	$81K	Hold	1,050	–	–	0.06%	133
2021 Q2	$108K	Hold	1,050	–	–	0.03%	231
2021 Q1	$103K	Hold	1,050	–	–	0.04%	175
2020 Q4	$93K	Hold	1,050	–	–	0.06%	138
2020 Q3	$81K	Hold	1,050	–	–	0.06%	133
2020 Q2	$72K	Hold	1,050	–	–	0.06%	135
2020 Q1	$62K	Buy	+1,050	New	+$79.1K	0.06%	130

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

CVA Family Office's XLI Position: Q2 2026 in Review

CVA Family Office increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 12% in Q2 2026, buying an estimated $21.4K and bringing the position to 1,173 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #326.

CVA Family Office first reported a position in XLI in Q1 2020 and has held it in 25 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

CVA Family Office held 1,173 shares of State Street Industrial Select Sector SPDR ETF worth $217K as of Q2 2026.
CVA Family Office bought 123 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $21.4K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #326 holding.
CVA Family Office first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.