Allegheny Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Allegheny Financial Group’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	$510K	Buy	2,753 +9	+0.3%	+$1.56K	0.05%	172
2026 Q1	$444K	Buy	2,744 +66	+2%	+$11.1K	0.06%	164
2025 Q4	$415K	Hold	2,678	–	–	0.06%	168
2025 Q3	$413K	Sell	2,678 -1,000	-27%	-$151K	0.08%	162
2025 Q2	$543K	Hold	3,678	–	–	0.12%	132
2025 Q1	$482K	Hold	3,678	–	–	0.12%	130
2024 Q4	$485K	Sell	3,678 -139	-4%	-$19.2K	0.12%	128
2024 Q3	$517K	Buy	3,817 +617	+19%	+$78.4K	0.13%	136
2024 Q2	$390K	Buy	+3,200	New	+$394K	0.11%	154

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

Allegheny Financial Group's XLI Position: Q2 2026 in Review

Allegheny Financial Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.33% in Q2 2026, buying an estimated $1.56K and bringing the position to 2,753 shares worth $510K. The position accounts for 0.05% of the portfolio, ranked #172.

Allegheny Financial Group first reported a position in XLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $543K in Q2 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Allegheny Financial Group held 2,753 shares of State Street Industrial Select Sector SPDR ETF worth $510K as of Q2 2026.
Allegheny Financial Group bought 9 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.56K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Allegheny Financial Group's portfolio in Q2 2026, its #172 holding.
Allegheny Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Allegheny Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $543K 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 Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.