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

Teamwork 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	$4.78M	Buy	25,782 +1,727	+7%	+$300K	0.43%	63
2026 Q1	$3.89M	Buy	24,055 +11,101	+86%	+$1.86M	0.41%	62
2025 Q4	$2.01M	Buy	12,954 +8,250	+175%	+$1.27M	0.2%	76
2025 Q3	$726K	Sell	4,704 -7,410	-61%	-$1.12M	0.07%	120
2025 Q2	$1.79M	Sell	12,114 -139,840	-92%	-$19.1M	0.21%	76
2025 Q1	$19.9M	Buy	151,954 +9,954	+7%	+$1.35M	2.65%	9
2024 Q4	$18.7M	Buy	142,000 +10,477	+8%	+$1.44M	2.43%	14
2024 Q3	$17.8M	Sell	131,523 -2,662	-2%	-$338K	2.47%	11
2024 Q2	$16.4M	Buy	134,185 +41,610	+45%	+$5.13M	2.42%	11
2024 Q1	$11.7M	Buy	92,575 +89,340	+2,762%	+$10.5M	1.79%	16
2023 Q4	$369K	Buy	3,235 +1,175	+57%	+$123K	0.06%	127
2023 Q3	$209K	Sell	2,060 -36,809	-95%	-$3.94M	0.03%	193
2023 Q2	$4.17M	Buy	+38,869	New	+$3.91M	0.68%	35
2022 Q2	–	Sell	-5,706	Closed	-$588K	–	263
2022 Q1	$588K	Sell	5,706 -46,122	-89%	-$4.68M	0.11%	157
2021 Q4	$5.48M	Buy	51,828 +10,597	+26%	+$1.1M	1.01%	15
2021 Q3	$4.03M	Buy	41,231 +5,939	+17%	+$610K	0.8%	21
2021 Q2	$3.61M	Buy	+35,292	New	+$3.62M	0.74%	22

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Teamwork Financial Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.2% in Q2 2026, buying an estimated $300K and bringing the position to 25,782 shares worth $4.78M. The position accounts for 0.43% of the portfolio, ranked #63.

Teamwork Financial Advisors first reported a position in XLI in Q2 2021 and has held it in 17 quarters since. The position peaked at $19.9M in Q1 2025. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Teamwork Financial Advisors held 25,782 shares of State Street Industrial Select Sector SPDR ETF worth $4.78M as of Q2 2026.
Teamwork Financial Advisors bought 1,727 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $300K.
State Street Industrial Select Sector SPDR ETF made up 0.43% of Teamwork Financial Advisors's portfolio in Q2 2026, its #63 holding.
Teamwork Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 17 quarters since.
Teamwork Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $19.9M in Q1 2025.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.