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

Toth Financial Advisory’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 		$8.83M Buy
47,647
+1,004
+2% +$174K 0.86% 41
2026
Q1 		$7.54M Buy
46,643
+2,034
+5% +$341K 0.83% 44
2025
Q4 		$6.92M Sell
44,609
-855
-2% -$132K 0.75% 51
2025
Q3 		$7.01M Buy
45,464
+1,008
+2% +$153K 0.76% 50
2025
Q2 		$6.56M Sell
44,456
-27,320
-38% -$3.73M 0.77% 51
2025
Q1 		$9.41M Buy
71,776
+687
+1% +$92.8K 1.13% 28
2024
Q4 		$9.37M Buy
71,089
+1,498
+2% +$207K 1.1% 25
2024
Q3 		$9.43M Buy
69,591
+1,909
+3% +$243K 1.11% 30
2024
Q2 		$8.25M Sell
67,682
-1,873
-3% -$231K 1.05% 31
2024
Q1 		$8.76M Sell
69,555
-1,289
-2% -$152K 1.1% 30
2023
Q4 		$8.08M Sell
70,844
-1,084
-2% -$114K 1.1% 32
2023
Q3 		$7.29M Sell
71,928
-312
-0.4% -$33.4K 1.11% 32
2023
Q2 		$7.75M Buy
72,240
+831
+1% +$83.7K 1.12% 28
2023
Q1 		$7.23M Buy
71,409
+549
+0.8% +$55.2K 1.13% 29
2022
Q4 		$6.96M Buy
70,860
+1,687
+2% +$161K 1.13% 31
2022
Q3 		$5.73M Buy
69,173
+154
+0.2% +$14.2K 1.04% 35
2022
Q2 		$6.03M Buy
69,019
+1,496
+2% +$141K 1.05% 35
2022
Q1 		$6.95M Buy
67,523
+898
+1% +$91.2K 1.04% 33
2021
Q4 		$7.05M Buy
66,625
+1,299
+2% +$135K 0.96% 36
2021
Q3 		$6.39M Buy
65,326
+694
+1% +$71.3K 0.97% 36
2021
Q2 		$6.62M Sell
64,632
-57
-0.1% -$5.84K 1.01% 35
2021
Q1 		$6.37M Buy
64,689
+5,375
+9% +$492K 1.02% 32
2020
Q4 		$5.25M Buy
59,314
+10,491
+21% +$884K 0.9% 40
2020
Q3 		$3.76M Buy
48,823
+22,445
+85% +$1.68M 0.72% 50
2020
Q2 		$1.81M Sell
26,378
-1,190
-4% -$77.2K 0.39% 71
2020
Q1 		$1.63M Sell
27,568
-74,998
-73% -$5.65M 0.47% 65
2019
Q4 		$8.36M Sell
102,566
-462
-0.4% -$36.9K 1.69% 13
2019
Q3 		$8M Sell
103,028
-5,326
-5% -$409K 1.75% 14
2019
Q2 		$8.39M Sell
108,354
-10,831
-9% -$824K 1.88% 12
2019
Q1 		$8.94M Buy
119,185
+628
+0.5% +$45.5K 2.09% 9
2018
Q4 		$7.64M Sell
118,557
-1,157
-1% -$82K 2.09% 9
2018
Q3 		$9.39M Sell
119,714
-1,540
-1% -$117K 2.08% 9
2018
Q2 		$8.69M Buy
121,254
+389
+0.3% +$28.8K 2.04% 9
2018
Q1 		$8.98M Sell
120,865
-9
-0% -$693 2.18% 7
2017
Q4 		$9.15M Buy
120,874
+10,372
+9% +$755K 2.17% 6
2017
Q3 		$7.85M Buy
110,502
+794
+0.7% +$54.6K 1.98% 8
2017
Q2 		$7.47M Sell
109,708
-2,866
-3% -$191K 1.95% 8
2017
Q1 		$7.32M Buy
112,574
+3,167
+3% +$205K 1.95% 10
2016
Q4 		$6.81M Buy
109,407
+1,216
+1% +$73.3K 1.96% 12
2016
Q3 		$6.32M Buy
108,191
+2,047
+2% +$119K 1.85% 16
2016
Q2 		$5.95M Buy
106,144
+2,538
+2% +$141K 1.81% 16
2016
Q1 		$5.75M Sell
103,606
-5,272
-5% -$273K 1.88% 15
2015
Q4 		$5.77M Buy
108,878
+2,303
+2% +$124K 1.91% 15
2015
Q3 		$5.32M Sell
106,575
-2,167
-2% -$114K 1.95% 14
2015
Q2 		$5.88M Buy
108,742
+229
+0.2% +$12.8K 1.96% 11
2015
Q1 		$6.05M Buy
108,513
+1,671
+2% +$94.1K 2.03% 13
2014
Q4 		$6.04M Buy
106,842
+4,436
+4% +$244K 2.1% 13
2014
Q3 		$5.44M Sell
102,406
-28
-0% -$1.5K 2.05% 12
2014
Q2 		$5.54M Buy
102,434
+3,582
+4% +$191K 2.1% 10
2014
Q1 		$5.17M Buy
98,852
+3,752
+4% +$193K 2.1% 11
2013
Q4 		$4.97M Buy
95,100
+6,034
+7% +$297K 2.11% 13
2013
Q3 		$4.13M Buy
89,066
+3,608
+4% +$163K 1.94% 16
2013
Q2 		$3.64M Buy
+85,458
New +$3.63M 1.79% 20

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

Toth Financial Advisory's XLI Position: Q2 2026 in Review

Toth Financial Advisory increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.2% in Q2 2026, buying an estimated $174K and bringing the position to 47,647 shares worth $8.83M. The position accounts for 0.86% of the portfolio, ranked #41.

Toth Financial Advisory first reported a position in XLI in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.43M in Q3 2024. 391 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Toth Financial Advisory held 47,647 shares of State Street Industrial Select Sector SPDR ETF worth $8.83M as of Q2 2026.
  • Toth Financial Advisory bought 1,004 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $174K.
  • State Street Industrial Select Sector SPDR ETF made up 0.86% of Toth Financial Advisory's portfolio in Q2 2026, its #41 holding.
  • Toth Financial Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • Toth Financial Advisory's State Street Industrial Select Sector SPDR ETF position peaked at $9.43M in Q3 2024.
  • 391 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.