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

Anchor 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	$78.9K	Hold	426	–	–	0.01%	529
2026 Q1	$68.9K	Hold	426	–	–	0.01%	542
2025 Q4	$66.1K	Hold	426	–	–	0.01%	554
2025 Q3	$65.7K	Hold	426	–	–	0.01%	550
2025 Q2	$62.8K	Hold	426	–	–	0.01%	550
2025 Q1	$55.8K	Hold	426	–	–	0.01%	552
2024 Q4	$56.1K	Buy	426 +38	+10%	+$5.24K	0.01%	554
2024 Q3	$52.6K	Hold	388	–	–	0.01%	559
2024 Q2	$47.3K	Hold	388	–	–	﹤0.01%	528
2024 Q1	$48.9K	Buy	388 +63	+19%	+$7.41K	0.01%	539
2023 Q4	$37K	Sell	325 -298	-48%	-$31.3K	﹤0.01%	562
2023 Q3	$63.2K	Hold	623	–	–	0.01%	477
2023 Q2	$66.9K	Sell	623 -58	-9%	-$5.84K	0.01%	465
2023 Q1	$68.9K	Hold	681	–	–	0.01%	485
2022 Q4	$66.9K	Hold	681	–	–	0.01%	477
2022 Q3	$56.4K	Hold	681	–	–	0.01%	488
2022 Q2	$59.5K	Hold	681	–	–	0.01%	512
2022 Q1	$70.1K	Sell	681 -40	-6%	-$4.06K	0.01%	510
2021 Q4	$76.3K	Buy	721 +40	+6%	+$4.16K	0.01%	507
2021 Q3	$66.6K	Hold	681	–	–	0.01%	488
2021 Q2	$69.7K	Hold	681	–	–	0.01%	490
2021 Q1	$67K	Hold	681	–	–	0.01%	479
2020 Q4	$60.3K	Hold	681	–	–	0.01%	441
2020 Q3	$52.4K	Hold	681	–	–	0.01%	431
2020 Q2	$46.8K	Hold	681	–	–	0.01%	442
2020 Q1	$40.2K	Hold	681	–	–	0.01%	460
2019 Q4	$55.5K	Hold	681	–	–	0.01%	444
2019 Q3	$52.9K	Hold	681	–	–	0.01%	446
2019 Q2	$52.7K	Buy	681 +654	+2,422%	+$49.7K	0.01%	445
2019 Q1	$2.03K	Hold	27	–	–	﹤0.01%	745
2018 Q4	$1.74K	Hold	27	–	–	﹤0.01%	770
2018 Q3	$2.12K	Hold	27	–	–	﹤0.01%	775
2018 Q2	$1.93K	Hold	27	–	–	﹤0.01%	794
2018 Q1	$2.01K	Hold	27	–	–	﹤0.01%	764
2017 Q4	$2.04K	Buy	+27	New	+$1.97K	﹤0.01%	764

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

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

Anchor Investment Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 426 shares worth $78.9K. The position accounts for 0.01% of the portfolio, ranked #529.

Anchor Investment Management first reported a position in XLI in Q4 2017 and has held it in 35 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Anchor Investment Management held 426 shares of State Street Industrial Select Sector SPDR ETF worth $78.9K as of Q2 2026.
Anchor 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 Anchor Investment Management's portfolio in Q2 2026, its #529 holding.
Anchor Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.