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 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

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

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

Trifecta Capital Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 205 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Trifecta Capital Advisors first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Trifecta Capital Advisors held 205 shares of State Street Industrial Select Sector SPDR ETF worth $38K as of Q2 2026.
Trifecta Capital Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #200 holding.
Trifecta Capital Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.