Symphony Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Symphony Financial 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 Q2	$373K	Sell	2,016 -50	-2%	-$8.69K	0.17%	67
2026 Q1	$334K	Sell	2,066 -20	-1%	-$3.36K	0.17%	70
2025 Q4	$324K	Hold	2,086	–	–	0.17%	69
2025 Q3	$322K	Hold	2,086	–	–	0.17%	62
2025 Q2	$308K	Buy	2,086 +1	+0%	+$136	0.18%	59
2025 Q1	$273K	Sell	2,085 -49	-2%	-$6.62K	0.18%	63
2024 Q4	$281K	Buy	2,134 +27	+1%	+$3.72K	0.23%	56
2024 Q3	$285K	Sell	2,107 -262	-11%	-$33.3K	0.24%	60
2024 Q2	$287K	Buy	+2,369	New	+$292K	0.25%	64

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

Symphony Financial Services's XLI Position: Q2 2026 in Review

Symphony Financial Services reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.4% in Q2 2026, selling an estimated $8.69K and leaving 2,016 shares worth $373K. The position accounts for 0.17% of the portfolio, ranked #67.

Symphony Financial Services first reported a position in XLI in Q2 2024 and has held it in 9 quarters since. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Symphony Financial Services held 2,016 shares of State Street Industrial Select Sector SPDR ETF worth $373K as of Q2 2026.
Symphony Financial Services sold 50 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.69K.
State Street Industrial Select Sector SPDR ETF made up 0.17% of Symphony Financial Services's portfolio in Q2 2026, its #67 holding.
Symphony Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.