Stolper & Co
XLI icon

Stolper & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Stolper & Co’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 		$274K Hold
1,643
– – 0.07% 87
2026
Q2 		$304K Sell
1,643
-30,072
-95% -$5.23M 0.08% 87
2026
Q1 		$2.95M Sell
31,715
-25,290
-44% -$4.24M 0.84% 38
2025
Q4 		$2.1M Buy
57,005
+55,308
+3,259% +$8.51M 0.62% 51
2025
Q3 		$262K Hold
1,697
– – 0.08% 87
2025
Q2 		$250K Hold
1,697
– – 0.08% 88
2025
Q1 		$222K Hold
1,697
– – 0.07% 87
2024
Q4 		$224K Sell
1,697
-25
-1% -$3.45K 0.07% 87
2024
Q3 		$233K Hold
1,722
– – 0.08% 87
2024
Q2 		$210K Sell
1,722
-49
-3% -$6.04K 0.07% 87
2024
Q1 		$223K Hold
1,771
– – 0.08% 87
2023
Q4 		$202K Buy
+1,771
New +$186K 0.08% 87
2023
Q1 		– Sell
-2,075
Closed -$204K – 86
2022
Q4 		$204K Buy
+2,075
New +$198K 0.09% 84
2022
Q2 		– Sell
-2,075
Closed -$214K – 87
2022
Q1 		$214K Hold
2,075
– – 0.09% 84
2021
Q4 		$220K Hold
2,075
– – 0.1% 84
2021
Q3 		$203K Sell
2,075
-8,130
-80% -$835K 0.1% 85
2021
Q2 		$1.04M Sell
10,205
-21
-0.2% -$2.15K 0.49% 57
2021
Q1 		$1.01M Buy
10,226
+2,595
+34% +$238K 0.52% 55
2020
Q4 		$676K Sell
7,631
-124
-2% -$10.4K 0.38% 59
2020
Q3 		$597K Buy
7,755
+210
+3% +$15.7K 0.39% 56
2020
Q2 		$518K Buy
7,545
+16
+0.2% +$1.04K 0.34% 61
2020
Q1 		$444K Buy
+7,529
New +$567K 0.32% 64

Other funds holding XLI

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 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
Biltmore Wealth Management
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
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 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
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Stolper & Co's XLI Position: Q3 2026 in Review

Stolper & Co held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2026 at 1,643 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #87.

Stolper & Co first reported a position in XLI in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.95M in Q1 2026. 415 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Stolper & Co held 1,643 shares of State Street Industrial Select Sector SPDR ETF worth $274K as of Q3 2026.
  • Stolper & Co left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.07% of Stolper & Co's portfolio in Q3 2026, its #87 holding.
  • Stolper & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 22 quarters since.
  • Stolper & Co's State Street Industrial Select Sector SPDR ETF position peaked at $2.95M in Q1 2026.
  • 415 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.