Valeo Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.27M | Sell |
6,836
-1,926
| -22% | -$335K | 0.03% | 265 |
|
|
2026
Q1 | $1.42M | Sell |
8,762
-176
| -2% | -$29.5K | 0.03% | 210 |
|
|
2025
Q4 | $1.39M | Sell |
8,938
-2,190
| -20% | -$337K | 0.03% | 236 |
|
|
2025
Q3 | $1.72M | Sell |
11,128
-2,221
| -17% | -$336K | 0.04% | 191 |
|
|
2025
Q2 | $1.97M | Hold |
13,349
| – | – | 0.05% | 174 |
|
|
2025
Q1 | $1.75M | Sell |
13,349
-107
| -0.8% | -$14.5K | 0.05% | 179 |
|
|
2024
Q4 | $1.77M | Sell |
13,456
-374
| -3% | -$51.6K | 0.05% | 165 |
|
|
2024
Q3 | $1.87M | Sell |
13,830
-927
| -6% | -$118K | 0.05% | 164 |
|
|
2024
Q2 | $1.8M | Buy |
14,757
+5,526
| +60% | +$681K | 0.06% | 162 |
|
|
2024
Q1 | $1.13M | Buy |
9,231
+1,119
| +14% | +$132K | 0.04% | 219 |
|
|
2023
Q4 | $925K | Buy |
8,112
+672
| +9% | +$70.5K | 0.04% | 235 |
|
|
2023
Q3 | $754K | Buy |
7,440
+59
| +0.8% | +$6.32K | 0.03% | 250 |
|
|
2023
Q2 | $792K | Sell |
7,381
-2,828
| -28% | -$285K | 0.04% | 237 |
|
|
2023
Q1 | $1.03M | Buy |
10,209
+4,625
| +83% | +$465K | 0.05% | 205 |
|
|
2022
Q4 | $548K | Buy |
5,584
+100
| +2% | +$9.52K | 0.03% | 269 |
|
|
2022
Q3 | $454K | Buy |
5,484
+288
| +6% | +$26.5K | 0.03% | 278 |
|
|
2022
Q2 | $454K | Sell |
5,196
-8,269
| -61% | -$779K | 0.03% | 269 |
|
|
2022
Q1 | $1.39M | Buy |
13,465
+2,903
| +27% | +$295K | 0.07% | 165 |
|
|
2021
Q4 | $1.12M | Buy |
10,562
+468
| +5% | +$48.6K | 0.06% | 170 |
|
|
2021
Q3 | $988K | Buy |
10,094
+855
| +9% | +$87.8K | 0.06% | 188 |
|
|
2021
Q2 | $946K | Buy |
9,239
+51
| +0.6% | +$5.22K | 0.06% | 173 |
|
|
2021
Q1 | $905K | Sell |
9,188
-139
| -1% | -$12.7K | 0.04% | 181 |
|
|
2020
Q4 | $826K | Sell |
9,327
-1,511
| -14% | -$127K | 0.04% | 175 |
|
|
2020
Q3 | $834K | Sell |
10,838
-2,605
| -19% | -$195K | 0.07% | 142 |
|
|
2020
Q2 | $924K | Buy |
13,443
+1,171
| +10% | +$75.9K | 0.08% | 136 |
|
|
2020
Q1 | $773K | Buy |
12,272
+4,399
| +56% | +$331K | 0.08% | 142 |
|
|
2019
Q4 | $641K | Buy |
7,873
+1,057
| +16% | +$84.4K | 0.06% | 165 |
|
|
2019
Q3 | $529K | Buy |
6,816
+12
| +0.2% | +$921 | 0.06% | 168 |
|
|
2019
Q2 | $527K | Buy |
6,804
+28
| +0.4% | +$2.13K | 0.06% | 176 |
|
|
2019
Q1 | $508K | Buy |
6,776
+1,357
| +25% | +$98.2K | 0.06% | 176 |
|
|
2018
Q4 | $349K | Sell |
5,419
-2,007
| -27% | -$142K | 0.05% | 195 |
|
|
2018
Q3 | $518K | Buy |
7,426
+37
| +0.5% | +$2.82K | 0.07% | 176 |
|
|
2018
Q2 | $553K | Buy |
7,389
+1,356
| +22% | +$101K | 0.08% | 160 |
|
|
2018
Q1 | $448K | Sell |
6,033
-225
| -4% | -$17.3K | 0.07% | 163 |
|
|
2017
Q4 | $474K | Buy |
6,258
+2,563
| +69% | +$186K | 0.08% | 154 |
|
|
2017
Q3 | $262K | Buy |
+3,695
| New | +$254K | 0.06% | 180 |
|
Other funds holding XLI
MIFH
PF
Valeo Financial Advisors's XLI Position: Q2 2026 in Review
Valeo Financial Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 22% in Q2 2026, selling an estimated $335K and leaving 6,836 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #265.
Valeo Financial Advisors first reported a position in XLI in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.97M in Q2 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.
- Valeo Financial Advisors held 6,836 shares of State Street Industrial Select Sector SPDR ETF worth $1.27M as of Q2 2026.
- Valeo Financial Advisors sold 1,926 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $335K.
- State Street Industrial Select Sector SPDR ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #265 holding.
- Valeo Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.97M in Q2 2025.
- 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.