AIFAIM
XLI icon

American Institute for Advanced Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

American Institute for Advanced 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 		$665K Hold
3,592
– – 0.38% 77
2026
Q1 		$581K Buy
3,592
+10
+0.3% +$1.68K 0.38% 77
2025
Q4 		$559K Buy
3,582
+80
+2% +$12.3K 0.36% 74
2025
Q3 		$540K Hold
3,502
– – 0.35% 75
2025
Q2 		$517K Hold
3,502
– – 0.37% 72
2025
Q1 		$459K Buy
3,502
+320
+10% +$43.2K 0.35% 80
2024
Q4 		$419K Sell
3,182
-350
-10% -$48.3K 0.31% 83
2024
Q3 		$478K Hold
3,532
– – 0.34% 77
2024
Q2 		$430K Buy
3,532
+125
+4% +$15.4K 0.33% 80
2024
Q1 		$429K Buy
3,407
+350
+11% +$41.2K 0.34% 82
2023
Q4 		$348K Sell
3,057
-101
-3% -$10.6K 0.31% 84
2023
Q3 		$345K Sell
3,158
-499
-14% -$53.4K 0.32% 81
2023
Q2 		$392K Buy
3,657
+1,025
+39% +$103K 0.34% 78
2023
Q1 		$231K Sell
2,632
-775
-23% -$77.9K 0.25% 91
2022
Q4 		$335K Buy
3,407
+350
+11% +$33.3K 0.31% 83
2022
Q3 		$253K Sell
3,057
-562
-16% -$51.7K 0.24% 89
2022
Q2 		$316K Sell
3,619
-25
-0.7% -$2.36K 0.28% 82
2022
Q1 		$375K Hold
3,644
– – 0.27% 80
2021
Q4 		$386K Hold
3,644
– – 0.26% 82
2021
Q3 		$357K Hold
3,644
– – 0.25% 84
2021
Q2 		$373K Sell
3,644
-1
-0% -$102 0.26% 83
2021
Q1 		$359K Hold
3,645
– – 0.27% 78
2020
Q4 		$323K Hold
3,645
– – 0.26% 80
2020
Q3 		$281K Hold
3,645
– – 0.25% 78
2020
Q2 		$250K Buy
3,645
+225
+7% +$14.6K 0.24% 82
2020
Q1 		$202K Buy
+3,420
New +$258K 0.22% 87

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

American Institute for Advanced Investment Management's XLI Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 3,592 shares worth $665K. The position accounts for 0.38% of the portfolio, ranked #77.

American Institute for Advanced Investment Management first reported a position in XLI in Q1 2020 and has held it in 26 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • American Institute for Advanced Investment Management held 3,592 shares of State Street Industrial Select Sector SPDR ETF worth $665K as of Q2 2026.
  • American Institute for Advanced 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 0.38% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #77 holding.
  • American Institute for Advanced Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.