Duncker Streett & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Duncker Streett & Co’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	$989K	Buy	5,342 +464	+10%	+$80.6K	0.17%	102
2026 Q1	$789K	Buy	4,878 +858	+21%	+$144K	0.15%	128
2025 Q4	$624K	Sell	4,020 -50	-1%	-$7.69K	0.11%	131
2025 Q3	$628K	Buy	4,070 +65	+2%	+$9.85K	0.11%	131
2025 Q2	$591K	Buy	4,005 +82	+2%	+$11.2K	0.11%	147
2025 Q1	$514K	Sell	3,923 -146	-4%	-$19.7K	0.1%	150
2024 Q4	$536K	Sell	4,069 -200	-5%	-$27.6K	0.1%	151
2024 Q3	$578K	Buy	4,269 +76	+2%	+$9.66K	0.11%	144
2024 Q2	$511K	Sell	4,193 -125	-3%	-$15.4K	0.1%	150
2024 Q1	$544K	Hold	4,318	–	–	0.11%	148
2023 Q4	$492K	Buy	4,318 +50	+1%	+$5.25K	0.1%	146
2023 Q3	$433K	Hold	4,268	–	–	0.1%	148
2023 Q2	$458K	Hold	4,268	–	–	0.1%	150
2023 Q1	$432K	Hold	4,268	–	–	0.1%	153
2022 Q4	$419K	Sell	4,268 -40	-0.9%	-$3.81K	0.1%	157
2022 Q3	$357K	Sell	4,308 -60	-1%	-$5.52K	0.09%	163
2022 Q2	$382K	Sell	4,368 -45	-1%	-$4.24K	0.09%	173
2022 Q1	$454K	Hold	4,413	–	–	0.09%	180
2021 Q4	$467K	Hold	4,413	–	–	0.08%	181
2021 Q3	$432K	Sell	4,413 -500	-10%	-$51.4K	0.08%	181
2021 Q2	$503K	Hold	4,913	–	–	0.09%	178
2021 Q1	$484K	Buy	4,913 +330	+7%	+$30.2K	0.09%	177
2020 Q4	$406K	Buy	4,583 +258	+6%	+$21.7K	0.08%	188
2020 Q3	$333K	Buy	4,325 +500	+13%	+$37.4K	0.07%	187
2020 Q2	$263K	Buy	3,825 +42	+1%	+$2.72K	0.06%	209
2020 Q1	$223K	Sell	3,783 -342	-8%	-$25.8K	0.06%	225
2019 Q4	$336K	Hold	4,125	–	–	0.07%	211
2019 Q3	$320K	Hold	4,125	–	–	0.07%	217
2019 Q2	$319K	Hold	4,125	–	–	0.07%	218
2019 Q1	$309K	Hold	4,125	–	–	0.07%	225
2018 Q4	$266K	Sell	4,125 -100	-2%	-$7.09K	0.07%	219
2018 Q3	$331K	Buy	4,225 +60	+1%	+$4.57K	0.08%	224
2018 Q2	$298K	Hold	4,165	–	–	0.07%	231
2018 Q1	$309K	Buy	4,165 +2,030	+95%	+$156K	0.08%	226
2017 Q4	$162K	Buy	2,135 +800	+60%	+$58.2K	0.04%	278
2017 Q3	$95K	Hold	1,335	–	–	0.03%	321
2017 Q2	$91K	Buy	1,335 +360	+37%	+$24K	0.03%	326
2017 Q1	$63K	Hold	975	–	–	0.02%	374
2016 Q4	$61K	Buy	975 +325	+50%	+$19.6K	0.02%	365
2016 Q3	$38K	Hold	650	–	–	0.01%	391
2016 Q2	$36K	Hold	650	–	–	0.01%	395
2016 Q1	$36K	Hold	650	–	–	0.01%	393
2015 Q4	$34K	Hold	650	–	–	0.01%	400
2015 Q3	$32K	Hold	650	–	–	0.01%	405
2015 Q2	$35K	Buy	650 +50	+8%	+$2.81K	0.01%	415
2015 Q1	$33K	Hold	600	–	–	0.01%	434
2014 Q4	$34K	Hold	600	–	–	0.01%	419
2014 Q3	$32K	Hold	600	–	–	0.01%	421
2014 Q2	$32K	Sell	600 -510	-46%	-$27.3K	0.01%	431
2014 Q1	$58K	Buy	1,110 +510	+85%	+$26.2K	0.02%	359
2013 Q4	$31K	Hold	600	–	–	0.01%	407
2013 Q3	$28K	Hold	600	–	–	0.01%	397
2013 Q2	$26K	Buy	+600	New	+$25.5K	0.01%	403

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

Duncker Streett & Co's XLI Position: Q2 2026 in Review

Duncker Streett & Co increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9.5% in Q2 2026, buying an estimated $80.6K and bringing the position to 5,342 shares worth $989K. The position accounts for 0.17% of the portfolio, ranked #102.

Duncker Streett & Co first reported a position in XLI in Q2 2013 and has held it in 53 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Duncker Streett & Co held 5,342 shares of State Street Industrial Select Sector SPDR ETF worth $989K as of Q2 2026.
Duncker Streett & Co bought 464 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $80.6K.
State Street Industrial Select Sector SPDR ETF made up 0.17% of Duncker Streett & Co's portfolio in Q2 2026, its #102 holding.
Duncker Streett & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.