USA Financial Formulas
XLI icon

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

USA Financial Formulas’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 		$230K Buy
1,375
+130
+10% +$23.2K 0.04% 116
2026
Q2 		$231K Sell
1,245
-76
-6% -$13.2K 0.04% 121
2026
Q1 		$214K Sell
1,321
-369
-22% -$61.9K 0.04% 108
2025
Q4 		$262K Sell
1,690
-182
-10% -$28K 0.05% 111
2025
Q3 		$289K Sell
1,872
-1,006
-35% -$152K 0.05% 115
2025
Q2 		$425K Buy
2,878
+192
+7% +$26.2K 0.07% 91
2025
Q1 		$352K Sell
2,686
-306
-10% -$41.3K 0.06% 98
2024
Q4 		$394K Sell
2,992
-567
-16% -$78.2K 0.06% 104
2024
Q3 		$482K Buy
3,559
+157
+5% +$20K 0.08% 90
2024
Q2 		$415K Sell
3,402
-704
-17% -$86.8K 0.07% 99
2024
Q1 		$517K Sell
4,106
-821
-17% -$96.6K 0.08% 95
2023
Q4 		$562K Buy
4,927
+3,671
+292% +$385K 0.1% 79
2023
Q3 		$127K Hold
1,256
– – 0.19% 122
2023
Q2 		$135K Sell
1,256
-99
-7% -$10K 0.21% 87
2023
Q1 		$137K Buy
+1,355
New +$136K 0.22% 63
2022
Q1 		– Sell
-1,022
Closed -$108K – 505
2021
Q4 		$108K Sell
1,022
-193
-16% -$20K 0.09% 114
2021
Q3 		$119K Sell
1,215
-125
-9% -$12.8K 0.11% 144
2021
Q2 		$137K Sell
1,340
-150
-10% -$15.4K 0.11% 153
2021
Q1 		$147K Sell
1,490
-449
-23% -$41.1K 0.12% 147
2020
Q4 		$172K Buy
+1,939
New +$163K 0.14% 125
2020
Q1 		– Sell
-3,107
Closed -$253K – 328
2019
Q4 		$253K Sell
3,107
-848
-21% -$67.7K 0.11% 116
2019
Q3 		$307K Sell
3,955
-755
-16% -$57.9K 0.12% 109
2019
Q2 		$353K Buy
4,710
+345
+8% +$26.2K 0.18% 73
2019
Q1 		$328K Sell
4,365
-372
-8% -$26.9K 0.21% 70
2018
Q4 		$371K Sell
4,737
-1,078
-19% -$76.4K 0.09% 169
2018
Q3 		$417K Sell
5,815
-334
-5% -$25.4K 0.11% 151
2018
Q2 		$457K Sell
6,149
-128
-2% -$9.49K 0.11% 140
2018
Q1 		$466K Buy
6,277
+3,482
+125% +$268K 0.11% 138
2017
Q4 		$211K Buy
+2,795
New +$203K 0.05% 243

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

USA Financial Formulas's XLI Position: Q3 2026 in Review

USA Financial Formulas increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 10% in Q3 2026, buying an estimated $23.2K and bringing the position to 1,375 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #116.

USA Financial Formulas first reported a position in XLI in Q4 2017 and has held it in 29 quarters since. The position peaked at $562K in Q4 2023. 1,429 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • USA Financial Formulas held 1,375 shares of State Street Industrial Select Sector SPDR ETF worth $230K as of Q3 2026.
  • USA Financial Formulas bought 130 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $23.2K.
  • State Street Industrial Select Sector SPDR ETF made up 0.04% of USA Financial Formulas's portfolio in Q3 2026, its #116 holding.
  • USA Financial Formulas first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 29 quarters since.
  • USA Financial Formulas's State Street Industrial Select Sector SPDR ETF position peaked at $562K in Q4 2023.
  • 1,429 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.