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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fairfield Financial Advisors's XLI Position: Q1 2026 in Review

Fairfield Financial Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.4% in Q1 2026, buying an estimated $104K and bringing the position to 26,168 shares worth $4.23M. The position accounts for 1.46% of the portfolio, ranked #21.

Fairfield Financial Advisors first reported a position in XLI in Q1 2022 and has held it in 16 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Fairfield Financial Advisors held 26,168 shares of State Street Industrial Select Sector SPDR ETF worth $4.23M as of Q1 2026.
Fairfield Financial Advisors bought 622 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $104K.
State Street Industrial Select Sector SPDR ETF made up 1.46% of Fairfield Financial Advisors's portfolio in Q1 2026, its #21 holding.
Fairfield Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 16 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Fairfield Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.