H&H Retirement Design & Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

H&H Retirement Design & 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	$6.78M	Buy	38,366 +426	+1%	+$74K	3.08%	10
2026 Q1	$6.56M	Sell	37,940 -1,741	-4%	-$292K	3.08%	9
2025 Q4	$6.65M	Buy	39,681 +1,403	+4%	+$216K	3.38%	9
2025 Q3	$5.9M	Sell	38,278 -1,249	-3%	-$189K	3.13%	7
2025 Q2	$5.96M	Buy	39,527 +2,651	+7%	+$362K	3.27%	8
2025 Q1	$4.52M	Buy	36,876 +139	+0.4%	+$18.8K	3.01%	10
2024 Q4	$4.95M	Sell	36,737 -670	-2%	-$92.4K	3.01%	11
2024 Q3	$5.17M	Buy	37,407 +1,152	+3%	+$146K	3.05%	10
2024 Q2	$4.57M	Buy	36,255 +352	+1%	+$43.4K	2.82%	11
2024 Q1	$4.36M	Sell	35,903 -5,256	-13%	-$619K	2.88%	11
2023 Q4	$4.81M	Sell	41,159 -834	-2%	-$87.5K	3.03%	11
2023 Q3	$4.27M	Sell	41,993 -208	-0.5%	-$22.3K	2.96%	12
2023 Q2	$4.6M	Sell	42,201 -477	-1%	-$48K	3.05%	10
2023 Q1	$4.27M	Buy	+42,678	New	+$4.29M	2.72%	12

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

H&H Retirement Design & Management's XLI Position: Q2 2026 in Review

H&H Retirement Design & Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.1% in Q2 2026, buying an estimated $74K and bringing the position to 38,366 shares worth $6.78M. The position accounts for 3.08% of the portfolio, ranked #10.

H&H Retirement Design & Management first reported a position in XLI in Q1 2023 and has held it in 14 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

H&H Retirement Design & Management held 38,366 shares of State Street Industrial Select Sector SPDR ETF worth $6.78M as of Q2 2026.
H&H Retirement Design & Management bought 426 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $74K.
State Street Industrial Select Sector SPDR ETF made up 3.08% of H&H Retirement Design & Management's portfolio in Q2 2026, its #10 holding.
H&H Retirement Design & Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.