D.L. Carlson Investment Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

D.L. Carlson 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	$418K	Sell	2,258 -142	-6%	-$24.7K	0.07%	109
2026 Q1	$388K	Sell	2,400 -163	-6%	-$27.4K	0.07%	111
2025 Q4	$398K	Sell	2,563 -198	-7%	-$30.5K	0.07%	113
2025 Q3	$426K	Sell	2,761 -185	-6%	-$28K	0.07%	116
2025 Q2	$435K	Sell	2,946 -282	-9%	-$38.5K	0.08%	111
2025 Q1	$423K	Sell	3,228 -194	-6%	-$26.2K	0.08%	117
2024 Q4	$451K	Sell	3,422 -1	-0%	-$138	0.08%	117
2024 Q3	$464K	Sell	3,423 -722	-17%	-$91.8K	0.08%	119
2024 Q2	$505K	Sell	4,145 -8,188	-66%	-$1.01M	0.1%	115
2024 Q1	$1.55M	Buy	12,333 +763	+7%	+$89.8K	0.3%	80
2023 Q4	$1.37M	Buy	11,570 +2,782	+32%	+$292K	0.28%	80
2023 Q3	$891K	Buy	+8,788	New	+$941K	0.18%	92
2022 Q2	–	Sell	-2,007	Closed	-$207K	–	152
2022 Q1	$207K	Buy	+2,007	New	+$204K	0.03%	138

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

D.L. Carlson Investment Group's XLI Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.9% in Q2 2026, selling an estimated $24.7K and leaving 2,258 shares worth $418K. The position accounts for 0.07% of the portfolio, ranked #109.

D.L. Carlson Investment Group first reported a position in XLI in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.55M in Q1 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

D.L. Carlson Investment Group held 2,258 shares of State Street Industrial Select Sector SPDR ETF worth $418K as of Q2 2026.
D.L. Carlson Investment Group sold 142 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $24.7K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #109 holding.
D.L. Carlson Investment Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 13 quarters since.
D.L. Carlson Investment Group's State Street Industrial Select Sector SPDR ETF position peaked at $1.55M in Q1 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.