Quattro Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Quattro Financial Advisors’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	$2.58M	Buy	13,946 +46	+0.3%	+$7.99K	0.55%	40
2026 Q1	$2.25M	Buy	13,900 +7,437	+115%	+$1.25M	0.68%	45
2025 Q4	$1M	Hold	6,463	–	–	0.3%	54
2025 Q3	$997K	Sell	6,463 -199	-3%	-$30.1K	0.32%	53
2025 Q2	$983K	Sell	6,662 -738	-10%	-$101K	0.35%	51
2025 Q1	$970K	Buy	7,400 +221	+3%	+$29.9K	0.33%	53
2024 Q4	$1.01M	Sell	7,179 -2,598	-27%	-$358K	0.26%	52
2024 Q3	$1.35M	Hold	9,777	–	–	0.38%	45
2024 Q2	$1.19M	Hold	9,777	–	–	0.31%	46
2024 Q1	$1.23M	Buy	9,777 +9,663	+8,476%	+$1.14M	0.35%	40
2023 Q4	$1.37M	Sell	114 -13,292	-99%	-$1.4M	0.48%	41
2023 Q3	$1.36M	Sell	13,406 -530	-4%	-$56.7K	0.59%	40
2023 Q2	$1.5M	Buy	13,936 +83	+0.6%	+$8.36K	0.59%	37
2023 Q1	$1.4M	Sell	13,853 -4,712	-25%	-$474K	0.58%	34
2022 Q4	$1.82M	Sell	18,565 -6,910	-27%	-$658K	0.73%	25
2022 Q3	$2.11M	Sell	25,475 -5,881	-19%	-$541K	0.84%	28
2022 Q2	$2.74M	Buy	31,356 +6,087	+24%	+$574K	0.93%	28
2022 Q1	$2.6M	Buy	25,269 +4,445	+21%	+$451K	0.88%	27
2021 Q4	$2.2M	Sell	20,824 -52,752	-72%	-$5.48M	0.78%	33
2021 Q3	$7.64M	Sell	73,576 -21,017	-22%	-$2.16M	2.04%	14
2021 Q2	$9.73M	Sell	94,593 -11,916	-11%	-$1.22M	2.6%	12
2021 Q1	$10.7M	Sell	106,509 -2,782	-3%	-$255K	2.43%	12
2020 Q4	$9.72M	Sell	109,291 -5,058	-4%	-$426K	2.57%	17
2020 Q3	$9.18M	Sell	114,349 -8,186	-7%	-$612K	2.21%	17
2020 Q2	$8.23M	Buy	122,535 +57,397	+88%	+$3.72M	2.16%	17
2020 Q1	$5.37M	Sell	65,138 -9,454	-13%	-$712K	1.95%	16
2019 Q4	$6.22M	Sell	74,592 -8,463	-10%	-$676K	2%	16
2019 Q3	$6.19M	Sell	83,055 -3,957	-5%	-$304K	1.88%	16
2019 Q2	$6.7M	Buy	+87,012	New	+$6.62M	2.07%	17
2019 Q1	–	Sell	-62,323	Closed	-$4.25M	–	81
2018 Q4	$4.25M	Sell	62,323 -1,845	-3%	-$131K	1.47%	21
2018 Q3	$5.06M	Sell	64,168 -684	-1%	-$52.1K	1.84%	16
2018 Q2	$4.66M	Buy	64,852 +7,622	+13%	+$565K	2.31%	14
2018 Q1	$4.21M	Buy	57,230 +91	+0.2%	+$7.01K	1.66%	17
2017 Q4	$4.48M	Buy	57,139 +5,141	+10%	+$374K	1.24%	23
2017 Q3	$3.73M	Buy	+51,998	New	+$3.58M	1.1%	24

Other funds holding XLI

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Quattro Financial Advisors's XLI Position: Q2 2026 in Review

Quattro Financial Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.33% in Q2 2026, buying an estimated $7.99K and bringing the position to 13,946 shares worth $2.58M. The position accounts for 0.55% of the portfolio, ranked #40.

Quattro Financial Advisors first reported a position in XLI in Q3 2017 and has held it in 35 quarters since. The position peaked at $10.7M in Q1 2021. 443 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Quattro Financial Advisors held 13,946 shares of State Street Industrial Select Sector SPDR ETF worth $2.58M as of Q2 2026.
Quattro Financial Advisors bought 46 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.99K.
State Street Industrial Select Sector SPDR ETF made up 0.55% of Quattro Financial Advisors's portfolio in Q2 2026, its #40 holding.
Quattro Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2017 and has held it in 35 quarters since.
Quattro Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $10.7M in Q1 2021.
443 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.