F/M Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

F/M Investments’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	$436K	Buy	2,354 +73	+3%	+$12.7K	0.02%	274
2026 Q1	$369K	Buy	2,281 +171	+8%	+$28.7K	0.02%	263
2025 Q4	$327K	Buy	2,110 +253	+14%	+$38.9K	0.01%	371
2025 Q3	$286K	Buy	1,857 +352	+23%	+$53.3K	0.01%	378
2025 Q2	$222K	Buy	+1,505	New	+$205K	0.01%	387

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

F/M Investments's XLI Position: Q2 2026 in Review

F/M Investments increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.2% in Q2 2026, buying an estimated $12.7K and bringing the position to 2,354 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #274.

F/M Investments first reported a position in XLI in Q2 2025 and has held it in 5 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

F/M Investments held 2,354 shares of State Street Industrial Select Sector SPDR ETF worth $436K as of Q2 2026.
F/M Investments bought 73 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $12.7K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of F/M Investments's portfolio in Q2 2026, its #274 holding.
F/M Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.