J. Derek Lewis & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

J. Derek Lewis & Associates’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	$228K	Buy	+1,228	New	+$213K	0.04%	174

Other funds holding XLI

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

J. Derek Lewis & Associates's XLI Position: Q2 2026 in Review

J. Derek Lewis & Associates opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,228 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #174 among its holdings.

1,108 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

J. Derek Lewis & Associates held 1,228 shares of State Street Industrial Select Sector SPDR ETF worth $228K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new J. Derek Lewis & Associates position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.04% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #174 holding.
1,108 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.