Theory Financial
XLI icon

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

Theory Financial’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 		$6.7M Buy
+40,131
New +$7.15M 2.13% 14
2025
Q3 		– Sell
-4,800
Closed -$730K – 93
2025
Q2 		$730K Buy
+4,800
New +$655K 0.28% 55

Other funds holding XLI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Theory Financial's XLI Position: Q3 2026 in Review

Theory Financial opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026: 40,131 shares worth $6.7M. The stake represents 2.13% of the portfolio and ranks #14 among its holdings. This is a return to the name: Theory Financial previously reported a position in XLI as recently as Q2 2025.

Theory Financial first reported a position in XLI in Q2 2025 and has held it in 2 quarters since. 1,429 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Theory Financial held 40,131 shares of State Street Industrial Select Sector SPDR ETF worth $6.7M as of Q3 2026.
  • State Street Industrial Select Sector SPDR ETF was a new Theory Financial position in Q3 2026.
  • State Street Industrial Select Sector SPDR ETF made up 2.13% of Theory Financial's portfolio in Q3 2026, its #14 holding.
  • Theory Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,429 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Theory Financial's 13F filing for Q3 2026, filed 9 Nov 2026.