Kaizen Financial Strategies’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Kaizen Financial Strategies’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	$885K	Buy	4,828 +3,476	+257%	+$604K	0.29%	57
2026 Q1	$230K	Buy	+1,352	New	+$227K	0.1%	150
2025 Q4	–	Sell	-1,552	Closed	-$237K	–	168
2025 Q3	$237K	Hold	1,552	–	–	0.11%	135
2025 Q2	$229K	Sell	1,552 -576	-27%	-$78.6K	0.12%	136
2025 Q1	$279K	Sell	2,128 -1,456	-41%	-$197K	0.16%	109
2024 Q4	$472K	Buy	+3,584	New	+$494K	0.27%	63
2021 Q1	$670K	Buy	6,810 +4,497	+194%	+$412K	0.64%	50
2020 Q4	$205K	Buy	+2,313	New	+$195K	0.23%	111

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

Kaizen Financial Strategies's XLI Position: Q2 2026 in Review

Kaizen Financial Strategies increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 257% in Q2 2026, buying an estimated $604K and bringing the position to 4,828 shares worth $885K. The position accounts for 0.29% of the portfolio, ranked #57.

Kaizen Financial Strategies first reported a position in XLI in Q4 2020 and has held it in 8 quarters since. 775 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Kaizen Financial Strategies held 4,828 shares of State Street Industrial Select Sector SPDR ETF worth $885K as of Q2 2026.
Kaizen Financial Strategies bought 3,476 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $604K.
State Street Industrial Select Sector SPDR ETF made up 0.29% of Kaizen Financial Strategies's portfolio in Q2 2026, its #57 holding.
Kaizen Financial Strategies first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
775 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.