Gold Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Gold Investment Management’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	$80.2K	Sell	433 -42	-9%	-$7.3K	0.02%	135
2026 Q1	$76.8K	Hold	475	–	–	0.02%	137
2025 Q4	$73.7K	Hold	475	–	–	0.02%	139
2025 Q3	$73.3K	Hold	475	–	–	0.02%	137
2025 Q2	$70.2K	Sell	475 -5,530	-92%	-$754K	0.03%	136
2025 Q1	$787K	Sell	6,005 -243	-4%	-$32.8K	0.33%	79
2024 Q4	$823K	Hold	6,248	–	–	0.35%	77
2024 Q3	$843K	Buy	6,248 +75	+1%	+$9.53K	0.35%	76
2024 Q2	$752K	Buy	6,173 +220	+4%	+$27.1K	0.32%	79
2024 Q1	$750K	Buy	5,953 +156	+3%	+$18.4K	0.3%	81
2023 Q4	$661K	Buy	+5,797	New	+$608K	0.28%	83

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

Gold Investment Management's XLI Position: Q2 2026 in Review

Gold Investment Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 8.8% in Q2 2026, selling an estimated $7.3K and leaving 433 shares worth $80.2K. The position accounts for 0.02% of the portfolio, ranked #135.

Gold Investment Management first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $843K in Q3 2024. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Gold Investment Management held 433 shares of State Street Industrial Select Sector SPDR ETF worth $80.2K as of Q2 2026.
Gold Investment Management sold 42 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.3K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Gold Investment Management's portfolio in Q2 2026, its #135 holding.
Gold Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Gold Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $843K in Q3 2024.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.