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Investment Research & Advisory Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Investment Research & Advisory 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 		$9.89K Hold
53
– – ﹤0.01% 235
2026
Q1 		$8.62K Buy
+53
New +$8.9K ﹤0.01% 208
2022
Q2 		– Sell
-59
Closed -$6K – 201
2022
Q1 		$6K Hold
59
– – ﹤0.01% 168
2021
Q4 		$6K Buy
+59
New +$6.13K ﹤0.01% 175

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Investment Research & Advisory Group's XLI Position: Q2 2026 in Review

Investment Research & Advisory Group held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 53 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Investment Research & Advisory Group first reported a position in XLI in Q4 2021 and has held it in 4 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Investment Research & Advisory Group held 53 shares of State Street Industrial Select Sector SPDR ETF worth $9.89K as of Q2 2026.
  • Investment Research & Advisory Group left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #235 holding.
  • Investment Research & Advisory Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 4 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 Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.