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

Private Client Services’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	$213K	Buy	+1,274	New	+$227K	0.06%	222

Other funds holding XLI

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Private Client Services's XLI Position: Q3 2026 in Review

Private Client Services opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026: 1,274 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #222 among its holdings.

12 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Private Client Services held 1,274 shares of State Street Industrial Select Sector SPDR ETF worth $213K as of Q3 2026.
State Street Industrial Select Sector SPDR ETF was a new Private Client Services position in Q3 2026.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Private Client Services's portfolio in Q3 2026, its #222 holding.
12 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.