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Objective Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Objective Capital Management’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 		$1.84M Buy
11,010
+5
+0% +$891 1.65% 14
2026
Q2 		$2.04M Buy
11,005
+1,028
+10% +$179K 1.81% 12
2026
Q1 		$1.61M Sell
9,977
-415
-4% -$69.7K 1.63% 15
2025
Q4 		$1.61M Buy
10,392
+210
+2% +$32.3K 1.64% 15
2025
Q3 		$1.57M Sell
10,182
-90
-0.9% -$13.6K 1.63% 17
2025
Q2 		$1.52M Buy
10,272
+439
+4% +$59.9K 1.7% 17
2025
Q1 		$1.29M Sell
9,833
-6,496
-40% -$878K 1.64% 16
2024
Q4 		$2.15M Sell
16,329
-368
-2% -$50.7K 1.44% 18
2024
Q3 		$2.26M Buy
+16,697
New +$2.12M 1.33% 21
2024
Q1 		$1.85M Buy
14,669
+975
+7% +$115K 1.25% 24
2023
Q4 		$1.56M Buy
13,694
+3,487
+34% +$366K 1.19% 23
2023
Q3 		$1.03M Buy
10,207
+2,019
+25% +$216K 0.92% 32
2023
Q2 		$879K Buy
8,188
+191
+2% +$19.2K 0.77% 38
2023
Q1 		$809K Buy
7,997
+182
+2% +$18.3K 0.74% 38
2022
Q4 		$767K Buy
7,815
+11
+0.1% +$1.05K 0.76% 38
2022
Q3 		$647K Buy
7,804
+226
+3% +$20.8K 0.69% 38
2022
Q2 		$662K Buy
7,578
+280
+4% +$26.4K 0.67% 37
2022
Q1 		$752K Sell
7,298
-14
-0.2% -$1.42K 0.58% 40
2021
Q4 		$774K Buy
+7,312
New +$760K 0.55% 41

Other funds holding XLI

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Objective Capital Management's XLI Position: Q3 2026 in Review

Objective Capital Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.05% in Q3 2026, buying an estimated $891 and bringing the position to 11,010 shares worth $1.84M. The position accounts for 1.65% of the portfolio, ranked #14.

Objective Capital Management first reported a position in XLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.26M in Q3 2024. 321 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Objective Capital Management held 11,010 shares of State Street Industrial Select Sector SPDR ETF worth $1.84M as of Q3 2026.
  • Objective Capital Management bought 5 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $891.
  • State Street Industrial Select Sector SPDR ETF made up 1.65% of Objective Capital Management's portfolio in Q3 2026, its #14 holding.
  • Objective Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Objective Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $2.26M in Q3 2024.
  • 321 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.