Investment Partners Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Investment Partners 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	$297K	Hold	1,603	–	–	0.17%	138
2026 Q1	$259K	Sell	1,603 -5	-0.3%	-$839	0.16%	141
2025 Q4	$249K	Hold	1,608	–	–	0.16%	146
2025 Q3	$248K	Buy	1,608 +200	+14%	+$30.3K	0.16%	139
2025 Q2	$208K	Buy	+1,408	New	+$192K	0.14%	146
2025 Q1	–	Sell	-1,704	Closed	-$225K	–	156
2024 Q4	$225K	Hold	1,704	–	–	0.18%	131
2024 Q3	$231K	Hold	1,704	–	–	0.19%	126
2024 Q2	$208K	Hold	1,704	–	–	0.19%	126
2024 Q1	$215K	Buy	+1,704	New	+$201K	0.19%	127

Other funds holding XLI

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Investment Partners Asset Management's XLI Position: Q2 2026 in Review

Investment Partners Asset Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,603 shares worth $297K. The position accounts for 0.17% of the portfolio, ranked #138.

Investment Partners Asset Management first reported a position in XLI in Q1 2024 and has held it in 9 quarters since. 600 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Investment Partners Asset Management held 1,603 shares of State Street Industrial Select Sector SPDR ETF worth $297K as of Q2 2026.
Investment Partners Asset Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.17% of Investment Partners Asset Management's portfolio in Q2 2026, its #138 holding.
Investment Partners Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
600 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.