Floyd Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Floyd Financial Group’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	$3.44M	Sell	20,394 -341	-2%	-$60.7K	2.15%	15
2026 Q2	$3.74M	Sell	20,735 -649	-3%	-$113K	2.44%	13
2026 Q1	$3.66M	Sell	21,384 -125	-0.6%	-$21K	2.44%	13
2025 Q4	$3.81M	Buy	21,509 +345	+2%	+$53.1K	2.58%	12
2025 Q3	$3.21M	Buy	21,164 +324	+2%	+$49.1K	2.37%	15
2025 Q2	$3.11M	Sell	20,840 -527	-2%	-$71.9K	2.88%	13
2025 Q1	$2.8M	Buy	21,367 +523	+3%	+$70.7K	2.53%	15
2024 Q4	$2.74M	Buy	+20,844	New	+$2.87M	2.25%	15

Other funds holding XLI

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Floyd Financial Group's XLI Position: Q3 2026 in Review

Floyd Financial Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.6% in Q3 2026, selling an estimated $60.7K and leaving 20,394 shares worth $3.44M. The position accounts for 2.15% of the portfolio, ranked #15.

Floyd Financial Group first reported a position in XLI in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.81M in Q4 2025. 711 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Floyd Financial Group held 20,394 shares of State Street Industrial Select Sector SPDR ETF worth $3.44M as of Q3 2026.
Floyd Financial Group sold 341 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $60.7K.
State Street Industrial Select Sector SPDR ETF made up 2.15% of Floyd Financial Group's portfolio in Q3 2026, its #15 holding.
Floyd Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Floyd Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $3.81M in Q4 2025.
711 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Floyd Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.