Global Financial Private Client’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Global Financial Private Client’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	$544K	Hold	2,937	–	–	0.15%	160
2026 Q1	$475K	Hold	2,937	–	–	0.16%	161
2025 Q4	$456K	Hold	2,937	–	–	0.16%	153
2025 Q3	$453K	Sell	2,937 -75	-2%	-$11.4K	0.16%	155
2025 Q2	$444K	Sell	3,012 -39	-1%	-$5.32K	0.17%	147
2025 Q1	$400K	Sell	3,051 -1,042	-25%	-$141K	0.15%	144
2024 Q4	$539K	Hold	4,093	–	–	0.2%	127
2024 Q3	$554K	Sell	4,093 -1,683	-29%	-$214K	0.22%	119
2024 Q2	$704K	Hold	5,776	–	–	0.29%	95
2024 Q1	$722K	Hold	5,776	–	–	0.31%	90
2023 Q4	$658K	Hold	5,776	–	–	0.31%	89
2023 Q3	$580K	Hold	5,776	–	–	0.3%	85
2023 Q2	$620K	Sell	5,776 -58	-1%	-$5.84K	0.31%	79
2023 Q1	$591K	Hold	5,834	–	–	0.3%	81
2022 Q4	$573K	Buy	5,834 +145	+3%	+$13.8K	0.32%	79
2022 Q3	$485K	Buy	5,689 +3,900	+218%	+$359K	0.28%	80
2022 Q2	$158K	Sell	1,789 -56	-3%	-$5.28K	0.09%	152
2022 Q1	$189K	Buy	1,845 +456	+33%	+$46.3K	0.09%	145
2021 Q4	$147K	Buy	1,389 +1,350	+3,462%	+$140K	0.07%	163
2021 Q3	$3.87K	Hold	39	–	–	﹤0.01%	410
2021 Q2	$4.02K	Hold	39	–	–	﹤0.01%	419
2021 Q1	$3.85K	Hold	39	–	–	﹤0.01%	376
2020 Q4	$3.45K	Buy	+39	New	+$3.29K	﹤0.01%	378
2020 Q3	–	Sell	-30	Closed	-$2.05K	–	523
2020 Q2	$2.05K	Sell	30 -342	-92%	-$22.2K	﹤0.01%	443
2020 Q1	$21K	Sell	372 -4,644	-93%	-$350K	0.02%	307
2019 Q4	$409K	Buy	+5,016	New	+$400K	0.34%	72

Other funds holding XLI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Global Financial Private Client's XLI Position: Q2 2026 in Review

Global Financial Private Client held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 2,937 shares worth $544K. The position accounts for 0.15% of the portfolio, ranked #160.

Global Financial Private Client first reported a position in XLI in Q4 2019 and has held it in 26 quarters since. The position peaked at $722K in Q1 2024. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Global Financial Private Client held 2,937 shares of State Street Industrial Select Sector SPDR ETF worth $544K as of Q2 2026.
Global Financial Private Client left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.15% of Global Financial Private Client's portfolio in Q2 2026, its #160 holding.
Global Financial Private Client first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Global Financial Private Client's State Street Industrial Select Sector SPDR ETF position peaked at $722K in Q1 2024.
813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.