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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

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
TC
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

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. 356 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.
  • 356 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.