Finivi Inc. XLI — SELECT SECTOR SPDR TR

Ownership history in Finivi Inc.  ·  4 quarters on record

AI Ownership Summary

Finivi Inc. reported SELECT SECTOR SPDR TR (XLI) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 1.91% in 2026 Q2. The latest visible filing shows XLI at 1.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XLI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Finivi Inc.'s position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XLI was reported at 1.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLI stock page Finivi Inc. fund profile Finivi Inc. full holdings
How Finivi Inc. held XLI — position size vs. price
% of Fund (quarterly)    XLI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 20,109 -1 -0.0% 1.91% $3.7M 2026-07-09 $181.11
2026 Q1 ADDED — — — 20,110 +1,673 +9.1% 1.78% $3.3M 2026-04-10 $171.10
2025 Q4 ADDED — — — 18,437 +275 +1.5% 1.65% $2.9M 2026-01-27 $164.19
2025 Q3 INITIATED — — — 18,162 — — 1.78% $2.8M 2025-12-19 $154.51

🏢 Other funds also holding XLI

As of 2026 Q2 — sorted by position size

Biltmore Wealth Management, LLC 3Y 7Y 12.37% IMZ Advisory Inc 6.5% TTP Investments, Inc. 3Y 7Y 6.28% Rye Brook Capital LLC 3Y 5.95% Reyes Financial Architecture, Inc. 5.36% AAFMAA Wealth Management & Trust LLC 3Y 4.88% LIGHTHOUSE FINANCIAL SERVICES INC /ADV 4.49% Shelter Rock Management, LLC 4.48% Keystone Global Partners, LLC 4.2% Compass Wealth Management, LLC/GA 4.15%

FAQ About Finivi Inc. and XLI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Finivi Inc. reported owning XLI?

Finivi Inc. reported XLI across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported XLI position in Finivi Inc.'s portfolio?

The largest reported portfolio weight for XLI was 1.91% in 2026 Q2.

What is the latest reported XLI position on this page?

The most recent filing on this page is 2026 Q2, when Finivi Inc. reported 20,109 shares, equal to 1.91% of portfolio, with an estimated market value of $3.7M.

What does the chart on this XLI ownership page compare?

The chart compares Finivi Inc.'s quarterly XLI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Finivi Inc. time their XLI position?

Based on 13F filing dates vs. subsequent XLI price moves, Finivi Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on XLI relative to SPY over the holding period was +10.3%.

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