First Heartland Consultants’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

First Heartland Consultants’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 Q3	$226K	Buy	1,355 +2	+0.1%	+$356	0.02%	543
2026 Q2	$251K	Buy	1,353 +41	+3%	+$7.13K	0.02%	524
2026 Q1	$212K	Sell	1,312 -19	-1%	-$3.19K	0.02%	498
2025 Q4	$206K	Sell	1,331 -9	-0.7%	-$1.39K	0.02%	511
2025 Q3	$207K	Sell	1,340 -85	-6%	-$12.9K	0.02%	499
2025 Q2	$210K	Buy	+1,425	New	+$194K	0.02%	474
2023 Q1	–	Sell	-22,681	Closed	-$2.23M	–	402
2022 Q4	$2.23M	Buy	+22,681	New	+$2.16M	0.36%	72
2021 Q3	–	Sell	-2,421	Closed	-$248K	–	420
2021 Q2	$248K	Buy	2,421 +50	+2%	+$5.12K	0.04%	329
2021 Q1	$233K	Sell	2,371 -457	-16%	-$41.8K	0.04%	342
2020 Q4	$250K	Buy	+2,828	New	+$238K	0.04%	283
2020 Q3	–	Sell	-2,911	Closed	-$200K	–	318
2020 Q2	$200K	Buy	+2,911	New	+$189K	0.04%	269
2018 Q3	–	Sell	-2,880	Closed	-$206K	–	259
2018 Q2	$206K	Buy	+2,880	New	+$214K	0.07%	226
2013 Q3	–	Sell	-252	Closed	-$11K	–	384
2013 Q2	$11K	Buy	+252	New	+$10.7K	0.01%	349

Other funds holding XLI

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

First Heartland Consultants's XLI Position: Q3 2026 in Review

First Heartland Consultants increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.15% in Q3 2026, buying an estimated $356 and bringing the position to 1,355 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #543.

First Heartland Consultants first reported a position in XLI in Q2 2013 and has held it in 13 quarters since. The position peaked at $2.23M in Q4 2022. 58 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

First Heartland Consultants held 1,355 shares of State Street Industrial Select Sector SPDR ETF worth $226K as of Q3 2026.
First Heartland Consultants bought 2 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $356.
State Street Industrial Select Sector SPDR ETF made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #543 holding.
First Heartland Consultants first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 13 quarters since.
First Heartland Consultants's State Street Industrial Select Sector SPDR ETF position peaked at $2.23M in Q4 2022.
58 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.