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Hennion & Walsh Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Hennion & Walsh Asset 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 		$684K Buy
3,694
+1,242
+51% +$216K 0.02% 669
2026
Q1 		$397K Sell
2,452
-4
-0.2% -$671 0.01% 768
2025
Q4 		$381K Sell
2,456
-25
-1% -$3.85K 0.01% 778
2025
Q3 		$383K Hold
2,481
– – 0.01% 778
2025
Q2 		$366K Sell
2,481
-69
-3% -$9.41K 0.01% 764
2025
Q1 		$334K Buy
+2,550
New +$345K 0.01% 743
2022
Q1 		– Sell
-2,328
Closed -$246K – 812
2021
Q4 		$246K Buy
2,328
+226
+11% +$23.5K 0.01% 678
2021
Q3 		$206K Hold
2,102
– – 0.01% 700
2021
Q2 		$215K Sell
2,102
-66
-3% -$6.76K 0.01% 697
2021
Q1 		$213K Buy
+2,168
New +$199K 0.01% 661

Other funds holding XLI

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Hennion & Walsh Asset Management's XLI Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 51% in Q2 2026, buying an estimated $216K and bringing the position to 3,694 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #669.

Hennion & Walsh Asset Management first reported a position in XLI in Q1 2021 and has held it in 10 quarters since. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Hennion & Walsh Asset Management held 3,694 shares of State Street Industrial Select Sector SPDR ETF worth $684K as of Q2 2026.
  • Hennion & Walsh Asset Management bought 1,242 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $216K.
  • State Street Industrial Select Sector SPDR ETF made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #669 holding.
  • Hennion & Walsh Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 10 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.