IFG
XLI icon

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

Independent Financial 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
Q2 		$9.8M Buy
52,921
+10,527
+25% +$1.83M 0.18% 108
2026
Q1 		$6.86M Buy
42,394
+11,153
+36% +$1.87M 0.15% 134
2025
Q4 		$4.85M Buy
31,241
+1,427
+5% +$220K 0.11% 176
2025
Q3 		$4.6M Buy
29,814
+4,078
+16% +$618K 0.11% 170
2025
Q2 		$3.8M Sell
25,736
-1,349
-5% -$184K 0.1% 189
2025
Q1 		$3.55M Sell
27,085
-10,880
-29% -$1.47M 0.12% 170
2024
Q4 		$5M Buy
37,965
+11,239
+42% +$1.55M 0.17% 114
2024
Q3 		$3.62M Sell
26,726
-1,832
-6% -$233K 0.13% 147
2024
Q2 		$3.48M Buy
28,558
+1,917
+7% +$236K 0.14% 138
2024
Q1 		$3.36M Buy
26,641
+3,785
+17% +$445K 0.15% 130
2023
Q4 		$2.61M Buy
22,856
+4,904
+27% +$515K 0.14% 164
2023
Q3 		$1.82M Buy
17,952
+5,222
+41% +$559K 0.12% 200
2023
Q2 		$1.37M Buy
12,730
+723
+6% +$72.8K 0.09% 237
2023
Q1 		$1.21M Buy
12,007
+2,073
+21% +$209K 0.1% 244
2022
Q4 		$976K Buy
9,934
+567
+6% +$54K 0.08% 241
2022
Q3 		$776K Buy
9,367
+3,612
+63% +$333K 0.07% 284
2022
Q2 		$503K Buy
5,755
+3,044
+112% +$287K 0.05% 385
2022
Q1 		$279K Sell
2,711
-338
-11% -$34.3K 0.02% 625
2021
Q4 		$323K Sell
3,049
-598
-16% -$62.1K 0.03% 567
2021
Q3 		$357K Sell
3,647
-5
-0.1% -$514 0.04% 468
2021
Q2 		$374K Sell
3,652
-210
-5% -$21.5K 0.04% 460
2021
Q1 		$380K Buy
3,862
+1,387
+56% +$127K 0.05% 394
2020
Q4 		$219K Buy
+2,475
New +$209K 0.03% 505

Other funds holding XLI

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

Independent Financial Group's XLI Position: Q2 2026 in Review

Independent Financial Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 25% in Q2 2026, buying an estimated $1.83M and bringing the position to 52,921 shares worth $9.8M. The position accounts for 0.18% of the portfolio, ranked #108.

Independent Financial Group first reported a position in XLI in Q4 2020 and has held it in 23 quarters since. 1,593 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Independent Financial Group held 52,921 shares of State Street Industrial Select Sector SPDR ETF worth $9.8M as of Q2 2026.
  • Independent Financial Group bought 10,527 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.83M.
  • State Street Industrial Select Sector SPDR ETF made up 0.18% of Independent Financial Group's portfolio in Q2 2026, its #108 holding.
  • Independent Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,593 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.