BFC Planning, Inc.’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.06M Buy
11,116
+18
+0.2% +$3.13K 0.08% 243
2026
Q1
$1.79M Buy
11,098
+2,498
+29% +$419K 0.08% 247
2025
Q4
$1.33M Buy
8,600
+157
+2% +$24.2K 0.06% 300
2025
Q3
$1.3M Sell
8,443
-553
-6% -$83.8K 0.09% 194
2025
Q2
$1.33M Sell
8,996
-1,914
-18% -$261K 0.1% 181
2025
Q1
$1.43M Sell
10,910
-225
-2% -$30.4K 0.13% 162
2024
Q4
$1.47M Buy
+11,135
New +$1.54M 0.12% 153

Other funds holding XLI

BFC Planning, Inc.'s XLI Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.16% in Q2 2026, buying an estimated $3.13K and bringing the position to 11,116 shares worth $2.06M. The position accounts for 0.08% of the portfolio, ranked #243.

BFC Planning, Inc. first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,668 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • BFC Planning, Inc. held 11,116 shares of State Street Industrial Select Sector SPDR ETF worth $2.06M as of Q2 2026.
  • BFC Planning, Inc. bought 18 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.13K.
  • State Street Industrial Select Sector SPDR ETF made up 0.08% of BFC Planning, Inc.'s portfolio in Q2 2026, its #243 holding.
  • BFC Planning, Inc. first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,668 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.