JC
XLI icon

JM2 Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

JM2 Capital’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 		$707K Hold
3,819
– – 0.49% 50
2026
Q1 		$618K Buy
3,819
+140
+4% +$23.5K 0.51% 57
2025
Q4 		$571K Buy
+3,679
New +$566K 0.46% 58

Other funds holding XLI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
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
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JM2 Capital's XLI Position: Q2 2026 in Review

JM2 Capital held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 3,819 shares worth $707K. The position accounts for 0.49% of the portfolio, ranked #50.

JM2 Capital first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. 1,038 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • JM2 Capital held 3,819 shares of State Street Industrial Select Sector SPDR ETF worth $707K as of Q2 2026.
  • JM2 Capital left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.49% of JM2 Capital's portfolio in Q2 2026, its #50 holding.
  • JM2 Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,038 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.