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XLI icon

Finivi Inc’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Finivi Inc’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 		$3.72M Sell
20,109
-1
-0% -$174 1.91% 16
2026
Q1 		$3.25M Buy
20,110
+1,673
+9% +$281K 1.78% 22
2025
Q4 		$2.86M Buy
18,437
+275
+2% +$42.3K 1.65% 20
2025
Q3 		$2.8M Buy
18,162
+336
+2% +$50.9K 1.78% 21
2025
Q2 		$2.63M Sell
17,826
-5,124
-22% -$699K 1.78% 21
2025
Q1 		$3.01M Buy
22,950
+960
+4% +$130K 2.42% 16
2024
Q4 		$2.9M Buy
21,990
+1,351
+7% +$186K 2.32% 13
2024
Q3 		$2.8M Buy
20,639
+644
+3% +$81.9K 2.27% 16
2024
Q2 		$2.44M Buy
19,995
+723
+4% +$89.1K 2.02% 17
2024
Q1 		$2.43M Buy
19,272
+3,174
+20% +$374K 2.2% 16
2023
Q4 		$1.84M Buy
+16,098
New +$1.69M 1.79% 18

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

Finivi Inc's XLI Position: Q2 2026 in Review

Finivi Inc reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0% in Q2 2026, selling an estimated $174 and leaving 20,109 shares worth $3.72M. The position accounts for 1.91% of the portfolio, ranked #16.

Finivi Inc first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. 1,632 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Finivi Inc held 20,109 shares of State Street Industrial Select Sector SPDR ETF worth $3.72M as of Q2 2026.
  • Finivi Inc sold 1 State Street Industrial Select Sector SPDR ETF share in Q2 2026, an estimated $174.
  • State Street Industrial Select Sector SPDR ETF made up 1.91% of Finivi Inc's portfolio in Q2 2026, its #16 holding.
  • Finivi Inc first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,632 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.