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

Trifecta 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 Q3	$34.2K	Hold	205	–	–	﹤0.01%	199
2026 Q2	$38K	Hold	205	–	–	﹤0.01%	200
2026 Q1	$33.2K	Hold	205	–	–	0.01%	190
2025 Q4	$31.8K	Buy	+205	New	+$31.5K	﹤0.01%	179

Other funds holding XLI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Trifecta Capital Advisors's XLI Position: Q3 2026 in Review

Trifecta Capital Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2026 at 205 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Trifecta Capital Advisors first reported a position in XLI in Q4 2025 and has held it in 4 quarters since. The position peaked at $38K in Q2 2026. 1,429 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Trifecta Capital Advisors held 205 shares of State Street Industrial Select Sector SPDR ETF worth $34.2K as of Q3 2026.
Trifecta Capital Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #199 holding.
Trifecta Capital Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
Trifecta Capital Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $38K in Q2 2026.
1,429 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.