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XLI icon

Ellerson Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Ellerson 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 		$318K Sell
1,719
-20
-1% -$3.48K 0.19% 50
2026
Q1 		$281K Hold
1,739
– – 0.18% 48
2025
Q4 		$270K Hold
1,739
– – 0.18% 45
2025
Q3 		$268K Buy
+1,739
New +$263K 0.17% 49

Other funds holding XLI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ellerson Group's XLI Position: Q2 2026 in Review

Ellerson Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.2% in Q2 2026, selling an estimated $3.48K and leaving 1,719 shares worth $318K. The position accounts for 0.19% of the portfolio, ranked #50.

Ellerson Group first reported a position in XLI in Q3 2025 and has held it in 4 quarters since. 1,035 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Ellerson Group held 1,719 shares of State Street Industrial Select Sector SPDR ETF worth $318K as of Q2 2026.
  • Ellerson Group sold 20 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.48K.
  • State Street Industrial Select Sector SPDR ETF made up 0.19% of Ellerson Group's portfolio in Q2 2026, its #50 holding.
  • Ellerson Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,035 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Ellerson Group's 13F filing for Q2 2026, filed 31 Jul 2026.