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

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

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. 1,663 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.
1,663 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.