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XLI icon

HB Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

HB Wealth 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 		$4.47M Sell
24,111
-314
-1% -$54.6K 0.03% 296
2026
Q1 		$3.95M Buy
24,425
+1,219
+5% +$205K 0.03% 294
2025
Q4 		$3.6M Sell
23,206
-90
-0.4% -$13.8K 0.02% 303
2025
Q3 		$3.59M Buy
23,296
+3,346
+17% +$507K 0.02% 297
2025
Q2 		$2.94M Sell
19,950
-2,818
-12% -$384K 0.02% 300
2025
Q1 		$2.98M Buy
22,768
+5,355
+31% +$724K 0.03% 301
2024
Q4 		$2.29M Sell
17,413
-420
-2% -$57.9K 0.02% 263
2024
Q3 		$2.42M Buy
17,833
+270
+2% +$34.3K 0.03% 249
2024
Q2 		$2.14M Buy
17,563
+3,894
+28% +$480K 0.03% 253
2024
Q1 		$1.72M Buy
13,669
+1,429
+12% +$168K 0.02% 272
2023
Q4 		$1.4M Sell
12,240
-292
-2% -$30.6K 0.02% 275
2023
Q3 		$1.27M Sell
12,532
-290
-2% -$31K 0.02% 273
2023
Q2 		$1.38M Sell
12,822
-575
-4% -$57.9K 0.02% 249
2023
Q1 		$1.36M Sell
13,397
-3,033
-18% -$305K 0.02% 246
2022
Q4 		$1.61M Buy
16,430
+3,345
+26% +$319K 0.03% 225
2022
Q3 		$1.08M Buy
13,085
+93
+0.7% +$8.56K 0.02% 244
2022
Q2 		$1.14M Buy
12,992
+1,121
+9% +$106K 0.02% 239
2022
Q1 		$1.22M Sell
11,871
-157
-1% -$15.9K 0.02% 246
2021
Q4 		$1.27M Buy
+12,028
New +$1.25M 0.03% 206

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

HB Wealth Management's XLI Position: Q2 2026 in Review

HB Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.3% in Q2 2026, selling an estimated $54.6K and leaving 24,111 shares worth $4.47M. The position accounts for 0.03% of the portfolio, ranked #296.

HB Wealth Management first reported a position in XLI in Q4 2021 and has held it in 19 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • HB Wealth Management held 24,111 shares of State Street Industrial Select Sector SPDR ETF worth $4.47M as of Q2 2026.
  • HB Wealth Management sold 314 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $54.6K.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #296 holding.
  • HB Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.