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

Investment Partners’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	$1.02M	Buy	5,513 +73	+1%	+$12.7K	0.32%	72
2026 Q1	$880K	Sell	5,440 -170	-3%	-$28.5K	0.31%	74
2025 Q4	$870K	Hold	5,610	–	–	0.3%	74
2025 Q3	$865K	Hold	5,610	–	–	0.3%	74
2025 Q2	$828K	Hold	5,610	–	–	0.31%	70
2025 Q1	$735K	Hold	5,610	–	–	0.3%	78
2024 Q4	$739K	Hold	5,610	–	–	0.3%	77
2024 Q3	$760K	Hold	5,610	–	–	0.32%	75
2024 Q2	$684K	Hold	5,610	–	–	0.31%	77
2024 Q1	$707K	Hold	5,610	–	–	0.32%	79
2023 Q4	$639K	Sell	5,610 -75	-1%	-$7.87K	0.31%	82
2023 Q3	$576K	Hold	5,685	–	–	0.3%	82
2023 Q2	$610K	Sell	5,685 -525	-8%	-$52.9K	0.32%	79
2023 Q1	$628K	Hold	6,210	–	–	0.33%	80
2022 Q4	$610K	Sell	6,210 -192	-3%	-$18.3K	0.32%	82
2022 Q3	$530K	Buy	6,402 +717	+13%	+$66K	0.16%	131
2022 Q2	$497K	Buy	5,685 +2,310	+68%	+$218K	0.24%	87
2022 Q1	$348K	Hold	3,375	–	–	0.15%	116
2021 Q4	$357K	Hold	3,375	–	–	0.15%	119
2021 Q3	$330K	Buy	3,375 +90	+3%	+$9.24K	0.15%	119
2021 Q2	$336K	Buy	+3,285	New	+$337K	0.15%	118
2015 Q2	–	Sell	-339	Closed	-$19K	–	146
2015 Q1	$19K	Buy	+339	New	+$19.1K	0.02%	135

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

Investment Partners's XLI Position: Q2 2026 in Review

Investment Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.3% in Q2 2026, buying an estimated $12.7K and bringing the position to 5,513 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #72.

Investment Partners first reported a position in XLI in Q1 2015 and has held it in 22 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Investment Partners held 5,513 shares of State Street Industrial Select Sector SPDR ETF worth $1.02M as of Q2 2026.
Investment Partners bought 73 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $12.7K.
State Street Industrial Select Sector SPDR ETF made up 0.32% of Investment Partners's portfolio in Q2 2026, its #72 holding.
Investment Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2015 and has held it in 22 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.