JIR
XLI icon

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

James Investment Research’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 		$870K Sell
4,699
-6
-0.1% -$1.04K 0.09% 199
2026
Q1 		$761K Sell
4,705
-310
-6% -$52K 0.09% 203
2025
Q4 		$778K Sell
5,015
-233
-4% -$35.9K 0.08% 190
2025
Q3 		$809K Sell
5,248
-215
-4% -$32.6K 0.09% 184
2025
Q2 		$806K Sell
5,463
-362
-6% -$49.4K 0.1% 169
2025
Q1 		$763K Hold
5,825
– – 0.1% 170
2024
Q4 		$768K Hold
5,825
– – 0.09% 178
2024
Q3 		$789K Hold
5,825
– – 0.09% 182
2024
Q2 		$710K Hold
5,825
– – 0.08% 182
2024
Q1 		$734K Hold
5,825
– – 0.09% 175
2023
Q4 		$664K Hold
5,825
– – 0.08% 176
2023
Q3 		$591K Sell
5,825
-12
-0.2% -$1.28K 0.08% 176
2023
Q2 		$626K Sell
5,837
-8
-0.1% -$805 0.08% 169
2023
Q1 		$591K Sell
5,845
-734
-11% -$73.8K 0.08% 169
2022
Q4 		$646K Sell
6,579
-110
-2% -$10.5K 0.09% 157
2022
Q3 		$554K Sell
6,689
-431
-6% -$39.7K 0.08% 174
2022
Q2 		$622K Sell
7,120
-663
-9% -$62.5K 0.08% 161
2022
Q1 		$801K Sell
7,783
-1,169
-13% -$119K 0.08% 162
2021
Q4 		$947K Hold
8,952
– – 0.09% 161
2021
Q3 		$876K Sell
8,952
-407
-4% -$41.8K 0.08% 162
2021
Q2 		$958K Sell
9,359
-685
-7% -$70.2K 0.08% 157
2021
Q1 		$989K Sell
10,044
-84
-0.8% -$7.69K 0.09% 154
2020
Q4 		$897K Buy
10,128
+1,733
+21% +$146K 0.08% 164
2020
Q3 		$646K Sell
8,395
-3,540
-30% -$265K 0.06% 184
2020
Q2 		$820K Buy
11,935
+55
+0.5% +$3.57K 0.08% 167
2020
Q1 		$701K Buy
11,880
+650
+6% +$49K 0.07% 155
2019
Q4 		$915K Buy
11,230
+9,635
+604% +$769K 0.06% 194
2019
Q3 		$124K Hold
1,595
– – 0.01% 342
2019
Q2 		$123K Hold
1,595
– – 0.01% 418
2019
Q1 		$120K Sell
1,595
-500
-24% -$36.2K 0.01% 556
2018
Q4 		$135K Buy
2,095
+1,395
+199% +$98.9K 0.01% 561
2018
Q3 		$55K Sell
700
-400
-36% -$30.5K ﹤0.01% 676
2018
Q2 		$79K Sell
1,100
-275
-20% -$20.4K ﹤0.01% 636
2018
Q1 		$102K Buy
1,375
+355
+35% +$27.4K ﹤0.01% 609
2017
Q4 		$78K Buy
1,020
+200
+24% +$14.6K ﹤0.01% 613
2017
Q3 		$58K Sell
820
-100
-11% -$6.88K ﹤0.01% 617
2017
Q2 		$63K Buy
920
+700
+318% +$46.7K ﹤0.01% 578
2017
Q1 		$14K Hold
220
– – ﹤0.01% 615
2016
Q4 		$14K Buy
+220
New +$13.3K ﹤0.01% 489
2013
Q4 		– Sell
-486
Closed -$23K – 559
2013
Q3 		$23K Sell
486
-740
-60% -$33.5K ﹤0.01% 412
2013
Q2 		$52K Buy
+1,226
New +$52K ﹤0.01% 361

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

James Investment Research's XLI Position: Q2 2026 in Review

James Investment Research reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.13% in Q2 2026, selling an estimated $1.04K and leaving 4,699 shares worth $870K. The position accounts for 0.09% of the portfolio, ranked #199.

James Investment Research first reported a position in XLI in Q2 2013 and has held it in 41 quarters since. The position peaked at $989K in Q1 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • James Investment Research held 4,699 shares of State Street Industrial Select Sector SPDR ETF worth $870K as of Q2 2026.
  • James Investment Research sold 6 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.04K.
  • State Street Industrial Select Sector SPDR ETF made up 0.09% of James Investment Research's portfolio in Q2 2026, its #199 holding.
  • James Investment Research first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 41 quarters since.
  • James Investment Research's State Street Industrial Select Sector SPDR ETF position peaked at $989K in Q1 2021.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.