Allen Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Allen Investment Management’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	$593K	Hold	3,202	–	–	0.01%	179
2026 Q1	$518K	Hold	3,202	–	–	0.01%	189
2025 Q4	$497K	Hold	3,202	–	–	0.01%	187
2025 Q3	$494K	Hold	3,202	–	–	0.01%	165
2025 Q2	$472K	Hold	3,202	–	–	0.01%	166
2025 Q1	$420K	Hold	3,202	–	–	﹤0.01%	172
2024 Q4	$422K	Hold	3,202	–	–	﹤0.01%	171
2024 Q3	$434K	Hold	3,202	–	–	0.01%	185
2024 Q2	$390K	Hold	3,202	–	–	﹤0.01%	187
2024 Q1	$403K	Hold	3,202	–	–	0.01%	175
2023 Q4	$365K	Hold	3,202	–	–	﹤0.01%	186
2023 Q3	$325K	Hold	3,202	–	–	﹤0.01%	195
2023 Q2	$344K	Hold	3,202	–	–	0.01%	189
2023 Q1	$324K	Hold	3,202	–	–	0.01%	190
2022 Q4	$314K	Hold	3,202	–	–	0.01%	183
2022 Q3	$265K	Hold	3,202	–	–	﹤0.01%	193
2022 Q2	$280K	Hold	3,202	–	–	﹤0.01%	206
2022 Q1	$330K	Hold	3,202	–	–	﹤0.01%	203
2021 Q4	$339K	Hold	3,202	–	–	﹤0.01%	210
2021 Q3	$313K	Hold	3,202	–	–	﹤0.01%	175
2021 Q2	$328K	Hold	3,202	–	–	﹤0.01%	161
2021 Q1	$315K	Hold	3,202	–	–	﹤0.01%	164
2020 Q4	$284K	Hold	3,202	–	–	﹤0.01%	166
2020 Q3	$246K	Hold	3,202	–	–	﹤0.01%	170
2020 Q2	$220K	Buy	+3,202	New	+$208K	﹤0.01%	169
2020 Q1	–	Sell	-3,202	Closed	-$261K	–	190
2019 Q4	$261K	Hold	3,202	–	–	0.01%	161
2019 Q3	$249K	Hold	3,202	–	–	0.01%	181
2019 Q2	$248K	Hold	3,202	–	–	0.01%	184
2019 Q1	$240K	Buy	+3,202	New	+$232K	0.01%	183

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

Allen Investment Management's XLI Position: Q2 2026 in Review

Allen Investment Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 3,202 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #179.

Allen Investment Management first reported a position in XLI in Q1 2019 and has held it in 29 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Allen Investment Management held 3,202 shares of State Street Industrial Select Sector SPDR ETF worth $593K as of Q2 2026.
Allen Investment Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #179 holding.
Allen Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.