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

Fairfield Financial 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	$4.99M	Buy	26,954 +786	+3%	+$137K	1.97%	14
2026 Q1	$4.23M	Buy	26,168 +622	+2%	+$104K	1.46%	21
2025 Q4	$3.96M	Buy	25,546 +961	+4%	+$148K	1.29%	23
2025 Q3	$3.79M	Buy	24,585 +4,772	+24%	+$723K	1.28%	22
2025 Q2	$2.92M	Buy	19,813 +4,215	+27%	+$575K	1.02%	27
2025 Q1	$2.04M	Buy	15,598 +2,106	+16%	+$285K	0.77%	29
2024 Q4	$1.78M	Buy	13,492 +1,202	+10%	+$166K	0.63%	33
2024 Q3	$1.66M	Buy	12,290 +2,475	+25%	+$315K	0.57%	35
2024 Q2	$1.2M	Buy	+9,815	New	+$1.21M	0.35%	39
2023 Q4	$670K	Buy	5,881 +1,856	+46%	+$195K	0.26%	43
2023 Q3	$408K	Buy	4,025 +1,612	+67%	+$173K	0.17%	45
2023 Q2	$259K	Buy	2,413 +958	+66%	+$96.5K	0.1%	59
2023 Q1	$145K	Sell	1,455 -130	-8%	-$13.1K	0.06%	79
2022 Q4	$156K	Buy	1,585 +870	+122%	+$82.9K	0.07%	75
2022 Q3	$59.2K	Buy	715 +2	+0.3%	+$184	0.03%	110
2022 Q2	$62.2K	Buy	713 +1	+0.1%	+$94	0.03%	102
2022 Q1	$73.3K	Buy	+712	New	+$72.3K	0.03%	104

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

Fairfield Financial Advisors's XLI Position: Q2 2026 in Review

Fairfield Financial Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3% in Q2 2026, buying an estimated $137K and bringing the position to 26,954 shares worth $4.99M. The position accounts for 1.97% of the portfolio, ranked #14.

Fairfield Financial Advisors first reported a position in XLI in Q1 2022 and has held it in 17 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Fairfield Financial Advisors held 26,954 shares of State Street Industrial Select Sector SPDR ETF worth $4.99M as of Q2 2026.
Fairfield Financial Advisors bought 786 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $137K.
State Street Industrial Select Sector SPDR ETF made up 1.97% of Fairfield Financial Advisors's portfolio in Q2 2026, its #14 holding.
Fairfield Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Fairfield Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.