Transcend Capital Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Transcend Capital 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	$1.91M	Buy	10,323 +1,205	+13%	+$209K	0.13%	153
2026 Q1	$1.47M	Buy	9,118 +15	+0.2%	+$2.52K	0.12%	167
2025 Q4	$1.41M	Buy	9,103 +97	+1%	+$14.9K	0.11%	172
2025 Q3	$1.39M	Buy	9,006 +22	+0.2%	+$3.33K	0.1%	191
2025 Q2	$1.33M	Sell	8,984 -1,391	-13%	-$190K	0.1%	180
2025 Q1	$1.36M	Sell	10,375 -202	-2%	-$27.3K	0.1%	209
2024 Q4	$1.39M	Buy	10,577 +118	+1%	+$16.3K	0.1%	196
2024 Q3	$1.42M	Sell	10,459 -41	-0.4%	-$5.21K	0.09%	213
2024 Q2	$1.28M	Sell	10,500 -558	-5%	-$68.8K	0.09%	218
2024 Q1	$1.39M	Buy	11,058 +995	+10%	+$117K	0.11%	188
2023 Q4	$1.15M	Sell	10,063 -1,579	-14%	-$166K	0.1%	201
2023 Q3	$1.18M	Buy	11,642 +1,584	+16%	+$170K	0.12%	183
2023 Q2	$1.08M	Sell	10,058 -2,325	-19%	-$234K	0.1%	200
2023 Q1	$1.25M	Sell	12,383 -1,474	-11%	-$148K	0.13%	169
2022 Q4	$1.36M	Buy	13,857 +3,072	+28%	+$293K	0.15%	159
2022 Q3	$893K	Sell	10,785 -2,641	-20%	-$243K	0.1%	203
2022 Q2	$1.17M	Sell	13,426 -2,397	-15%	-$226K	0.12%	182
2022 Q1	$1.63M	Sell	15,823 -13,717	-46%	-$1.39M	0.15%	161
2021 Q4	$3.13M	Sell	29,540 -459	-2%	-$47.7K	0.28%	93
2021 Q3	$3.13M	Buy	+29,999	New	+$3.08M	0.28%	91
2021 Q2	–	Sell	-45,973	Closed	-$4.52M	–	441
2021 Q1	$4.52M	Buy	45,973 +3,309	+8%	+$303K	0.54%	43
2020 Q4	$3.78M	Buy	42,664 +1,095	+3%	+$92.3K	0.5%	49
2020 Q3	$3.2M	Buy	41,569 +11,901	+40%	+$890K	0.58%	39
2020 Q2	$2.04M	Buy	29,668 +9,344	+46%	+$606K	0.66%	48
2020 Q1	$1.2M	Buy	20,324 +17,084	+527%	+$1.29M	0.36%	80
2019 Q4	$264K	Buy	+3,240	New	+$259K	0.07%	191

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

Transcend Capital Advisors's XLI Position: Q2 2026 in Review

Transcend Capital Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 13% in Q2 2026, buying an estimated $209K and bringing the position to 10,323 shares worth $1.91M. The position accounts for 0.13% of the portfolio, ranked #153.

Transcend Capital Advisors first reported a position in XLI in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.52M in Q1 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Transcend Capital Advisors held 10,323 shares of State Street Industrial Select Sector SPDR ETF worth $1.91M as of Q2 2026.
Transcend Capital Advisors bought 1,205 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $209K.
State Street Industrial Select Sector SPDR ETF made up 0.13% of Transcend Capital Advisors's portfolio in Q2 2026, its #153 holding.
Transcend Capital Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Transcend Capital Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $4.52M in Q1 2021.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.