Gallagher Fiduciary Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Gallagher Fiduciary Advisors’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	$439K	Buy	2,371 +472	+25%	+$82K	0.01%	218
2026 Q1	$307K	Buy	1,899 +595	+46%	+$99.9K	0.01%	266
2025 Q4	$202K	Buy	+1,304	New	+$201K	0.01%	318
2025 Q3	–	Sell	-7,839	Closed	-$1.16M	–	350
2025 Q2	$1.16M	Sell	7,839 -168	-2%	-$22.9K	0.04%	67
2025 Q1	$1.05M	Sell	8,007 -12	-0.1%	-$1.62K	0.03%	84
2024 Q4	$1.06M	Buy	8,019 +597	+8%	+$82.3K	0.21%	60
2024 Q3	$1.01M	Sell	7,422 -3,303	-31%	-$420K	0.2%	56
2024 Q2	$1.31M	Sell	10,725 -90	-0.8%	-$11.1K	0.29%	42
2024 Q1	$1.36M	Sell	10,815 -687	-6%	-$80.8K	0.05%	45
2023 Q4	$1.31M	Sell	11,502 -385	-3%	-$40.4K	0.05%	47
2023 Q3	$1.21M	Sell	11,887 -513	-4%	-$54.9K	0.11%	40
2023 Q2	$1.33M	Sell	12,400 -32	-0.3%	-$3.22K	0.1%	46
2023 Q1	$1.26M	Buy	+12,432	New	+$1.25M	0.1%	48

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

Gallagher Fiduciary Advisors's XLI Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 25% in Q2 2026, buying an estimated $82K and bringing the position to 2,371 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #218.

Gallagher Fiduciary Advisors first reported a position in XLI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.36M in Q1 2024. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Gallagher Fiduciary Advisors held 2,371 shares of State Street Industrial Select Sector SPDR ETF worth $439K as of Q2 2026.
Gallagher Fiduciary Advisors bought 472 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $82K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #218 holding.
Gallagher Fiduciary Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Gallagher Fiduciary Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.36M in Q1 2024.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.