Jones Financial Companies’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Jones Financial Companies’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	$51M	Buy	281,240 +33,481	+14%	+$5.82M	0.02%	404
2026 Q1	$39.5M	Buy	247,759 +31,403	+15%	+$5.27M	0.02%	406
2025 Q4	$33.6M	Buy	216,356 +28,770	+15%	+$4.43M	0.02%	239
2025 Q3	$28.6M	Buy	187,586 +26,829	+17%	+$4.06M	0.02%	238
2025 Q2	$23.6M	Buy	160,757 +28,226	+21%	+$3.85M	0.02%	230
2025 Q1	$17.3M	Buy	132,531 +60,941	+85%	+$8.23M	0.02%	229
2024 Q4	$9.43M	Buy	71,590 +42,045	+142%	+$5.8M	0.01%	270
2024 Q3	$3.99M	Buy	29,545 +18,101	+158%	+$2.3M	﹤0.01%	322
2024 Q2	$1.39M	Buy	11,444 +7,653	+202%	+$943K	﹤0.01%	378
2024 Q1	$478K	Buy	3,791 +2,016	+114%	+$237K	﹤0.01%	333
2023 Q4	$202K	Sell	1,775 -894	-33%	-$93.8K	﹤0.01%	326
2023 Q3	$271K	Sell	2,669 -1	-0%	-$107	﹤0.01%	244
2023 Q2	$287K	Sell	2,670 -837	-24%	-$84.3K	﹤0.01%	243
2023 Q1	$355K	Sell	3,507 -105	-3%	-$10.6K	﹤0.01%	232
2022 Q4	$354K	Buy	3,612 +727	+25%	+$69.2K	﹤0.01%	230
2022 Q3	$239K	Buy	2,885 +663	+30%	+$61K	﹤0.01%	234
2022 Q2	$194K	Sell	2,222 -24	-1%	-$2.26K	﹤0.01%	240
2022 Q1	$231K	Hold	2,246	–	–	﹤0.01%	240
2021 Q4	$238K	Hold	2,246	–	–	﹤0.01%	234
2021 Q3	$220K	Hold	2,246	–	–	﹤0.01%	219
2021 Q2	$230K	Sell	2,246 -908	-29%	-$93K	﹤0.01%	215
2021 Q1	$311K	Buy	3,154 +566	+22%	+$51.8K	﹤0.01%	196
2020 Q4	$229K	Buy	+2,588	New	+$218K	﹤0.01%	200
2020 Q1	–	Sell	-10,281	Closed	-$838K	–	213
2019 Q4	$838K	Sell	10,281 -3,158	-23%	-$252K	﹤0.01%	152
2019 Q3	$1.04M	Buy	13,439 +374	+3%	+$28.7K	﹤0.01%	144
2019 Q2	$1.01M	Buy	13,065 +2,963	+29%	+$225K	﹤0.01%	145
2019 Q1	$758K	Sell	10,102 -7,285	-42%	-$527K	﹤0.01%	151
2018 Q4	$1.12M	Buy	+17,387	New	+$1.23M	﹤0.01%	142
2018 Q1	–	Sell	-6,846	Closed	-$518K	–	227
2017 Q4	$518K	Buy	+6,846	New	+$498K	﹤0.01%	177
2016 Q1	–	Sell	-9,713	Closed	-$515K	–	233
2015 Q4	$515K	Buy	9,713 +5,360	+123%	+$288K	﹤0.01%	179
2015 Q3	$217K	Buy	+4,353	New	+$229K	﹤0.01%	220
2015 Q1	–	Sell	-20,830	Closed	-$1.18M	–	234
2014 Q4	$1.18M	Buy	+20,830	New	+$1.14M	0.01%	154
2013 Q4	–	Sell	-117	Closed	-$5K	–	551
2013 Q3	$5K	Sell	117 -48	-29%	-$2.17K	﹤0.01%	587
2013 Q2	$7K	Buy	+165	New	+$7K	﹤0.01%	644

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

Jones Financial Companies's XLI Position: Q2 2026 in Review

Jones Financial Companies increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 14% in Q2 2026, buying an estimated $5.82M and bringing the position to 281,240 shares worth $51M. The position accounts for 0.02% of the portfolio, ranked #404.

Jones Financial Companies first reported a position in XLI in Q2 2013 and has held it in 34 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Jones Financial Companies held 281,240 shares of State Street Industrial Select Sector SPDR ETF worth $51M as of Q2 2026.
Jones Financial Companies bought 33,481 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.82M.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #404 holding.
Jones Financial Companies first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 34 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.