Fairview Capital Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Fairview Capital Investment Management’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	$989K	Buy	5,342 +701	+15%	+$122K	0.05%	109
2026 Q1	$751K	Buy	4,641 +2,925	+170%	+$491K	0.04%	119
2025 Q4	$266K	Buy	1,716 +29	+2%	+$4.46K	0.01%	152
2025 Q3	$260K	Hold	1,687	–	–	0.01%	148
2025 Q2	$249K	Hold	1,687	–	–	0.01%	147
2025 Q1	$221K	Hold	1,687	–	–	0.01%	156
2024 Q4	$222K	Hold	1,687	–	–	0.01%	157
2024 Q3	$228K	Buy	+1,687	New	+$214K	0.01%	148

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

Fairview Capital Investment Management's XLI Position: Q2 2026 in Review

Fairview Capital Investment Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 15% in Q2 2026, buying an estimated $122K and bringing the position to 5,342 shares worth $989K. The position accounts for 0.05% of the portfolio, ranked #109.

Fairview Capital Investment Management first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Fairview Capital Investment Management held 5,342 shares of State Street Industrial Select Sector SPDR ETF worth $989K as of Q2 2026.
Fairview Capital Investment Management bought 701 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $122K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Fairview Capital Investment Management's portfolio in Q2 2026, its #109 holding.
Fairview Capital Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.