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Chicago Partners Investment Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Chicago Partners Investment 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 		$541K Buy
2,972
+135
+5% +$23.5K 0.01% 951
2026
Q1 		$485K Sell
2,837
-19
-0.7% -$3.19K 0.01% 904
2025
Q4 		$469K Buy
2,856
+119
+4% +$18.3K 0.01% 804
2025
Q3 		$423K Buy
2,737
+213
+8% +$32.3K 0.01% 791
2025
Q2 		$388K Sell
2,524
-49
-2% -$6.68K 0.01% 713
2025
Q1 		$345K Buy
2,573
+545
+27% +$73.6K 0.01% 641
2024
Q4 		$269K Buy
2,028
+16
+0.8% +$2.21K 0.01% 699
2024
Q3 		$275K Sell
2,012
-100
-5% -$12.7K 0.01% 645
2024
Q2 		$267K Buy
2,112
+6
+0.3% +$739 0.01% 622
2024
Q1 		$259K Buy
+2,106
New +$248K 0.01% 611
2017
Q1 		– Sell
-510
Closed -$32K – 606
2016
Q4 		$32K Buy
+510
New +$30.7K 0.01% 338
2016
Q1 		– Sell
-7,144
Closed -$379K – 490
2015
Q4 		$379K Buy
+7,144
New +$383K 0.18% 92

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

Chicago Partners Investment Group's XLI Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.8% in Q2 2026, buying an estimated $23.5K and bringing the position to 2,972 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #951.

Chicago Partners Investment Group first reported a position in XLI in Q4 2015 and has held it in 12 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Chicago Partners Investment Group held 2,972 shares of State Street Industrial Select Sector SPDR ETF worth $541K as of Q2 2026.
  • Chicago Partners Investment Group bought 135 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $23.5K.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #951 holding.
  • Chicago Partners Investment Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and has held it in 12 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.