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Galvin Gaustad & Stein’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Galvin Gaustad & Stein’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 		$3.27M Buy
19,577
+508
+3% +$90.5K 0.25% 81
2026
Q2 		$3.53M Buy
19,069
+11,888
+166% +$2.07M 0.26% 80
2026
Q1 		$1.16M Buy
+7,181
New +$1.21M 0.09% 123

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
CA
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
CI
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
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Galvin Gaustad & Stein's XLI Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.7% in Q3 2026, buying an estimated $90.5K and bringing the position to 19,577 shares worth $3.27M. The position accounts for 0.25% of the portfolio, ranked #81.

Galvin Gaustad & Stein first reported a position in XLI in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.53M in Q2 2026. 55 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Galvin Gaustad & Stein held 19,577 shares of State Street Industrial Select Sector SPDR ETF worth $3.27M as of Q3 2026.
  • Galvin Gaustad & Stein bought 508 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $90.5K.
  • State Street Industrial Select Sector SPDR ETF made up 0.25% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #81 holding.
  • Galvin Gaustad & Stein first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and has held it in 3 quarters since.
  • Galvin Gaustad & Stein's State Street Industrial Select Sector SPDR ETF position peaked at $3.53M in Q2 2026.
  • 55 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.