Houlihan Financial Resource Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Houlihan Financial Resource Group’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 Q1	$1.14M	Hold	7,052	–	–	0.44%	47
2025 Q4	$1.13M	Buy	7,052 +3,126	+80%	+$481K	0.43%	49
2025 Q3	$606K	Sell	3,926 -3,217	-45%	-$487K	0.53%	43
2025 Q2	$1.07M	Buy	7,143 +1	+0%	+$136	0.44%	45
2025 Q1	$936K	Buy	7,142 +1	+0%	+$135	0.42%	45
2024 Q4	$941K	Buy	7,141 +3	+0%	+$414	0.4%	45
2024 Q3	$967K	Buy	7,138 +1	+0%	+$127	0.4%	45
2024 Q2	$870K	Buy	7,137 +2	+0%	+$246	0.59%	32
2024 Q1	$899K	Buy	7,135 +1	+0%	+$118	0.4%	45
2023 Q4	$813K	Buy	7,134 +2	+0%	+$210	0.39%	45
2023 Q3	$711K	Sell	7,132 -238,610	-97%	-$25.5M	0.38%	49
2023 Q2	$24.8M	Buy	245,742 +238,597	+3,339%	+$24M	0.77%	27
2023 Q1	$723K	Buy	7,145 +2	+0%	+$201	0.39%	48
2022 Q4	$709K	Buy	7,143 +2	+0%	+$190	0.41%	50
2022 Q3	$655K	Buy	+7,141	New	+$657K	0.4%	52
2020 Q3	$636K	Buy	+7,495	New	+$561K	0.37%	52
2020 Q1	$548K	Sell	9,291 -600	-6%	-$45.2K	0.48%	50
2019 Q4	$806K	Buy	+9,891	New	+$790K	0.52%	47

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Houlihan Financial Resource Group's XLI Position: Q1 2026 in Review

Houlihan Financial Resource Group held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 7,052 shares worth $1.14M. The position accounts for 0.44% of the portfolio, ranked #47.

Houlihan Financial Resource Group first reported a position in XLI in Q4 2019 and has held it in 18 quarters since. The position peaked at $24.8M in Q2 2023. 1,560 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Houlihan Financial Resource Group held 7,052 shares of State Street Industrial Select Sector SPDR ETF worth $1.14M as of Q1 2026.
Houlihan Financial Resource Group left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.44% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #47 holding.
Houlihan Financial Resource Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 18 quarters since.
Houlihan Financial Resource Group's State Street Industrial Select Sector SPDR ETF position peaked at $24.8M in Q2 2023.
1,560 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.