YHB Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

YHB Investment 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	$555K	Buy	3,325 +1,107	+50%	+$197K	0.04%	213
2026 Q2	$411K	Sell	2,218 -9	-0.4%	-$1.56K	0.03%	234
2026 Q1	$360K	Sell	2,227 -234	-10%	-$39.3K	0.03%	234
2025 Q4	$382K	Buy	+2,461	New	+$379K	0.03%	229

Other funds holding XLI

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

YHB Investment Advisors's XLI Position: Q3 2026 in Review

YHB Investment Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 50% in Q3 2026, buying an estimated $197K and bringing the position to 3,325 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #213.

YHB Investment Advisors first reported a position in XLI in Q4 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

YHB Investment Advisors held 3,325 shares of State Street Industrial Select Sector SPDR ETF worth $555K as of Q3 2026.
YHB Investment Advisors bought 1,107 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $197K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of YHB Investment Advisors's portfolio in Q3 2026, its #213 holding.
YHB Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
55 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.