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Joseph P. Lucia & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Joseph P. Lucia & 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 		$3.78M Buy
20,408
+6,313
+45% +$1.1M 1.14% 24
2026
Q1 		$2.28M Buy
14,095
+192
+1% +$32.2K 0.82% 39
2025
Q4 		$2.16M Sell
13,903
-286
-2% -$44K 0.78% 39
2025
Q3 		$2.19M Buy
14,189
+1,566
+12% +$237K 0.83% 37
2025
Q2 		$1.86M Sell
12,623
-140
-1% -$19.1K 0.76% 40
2025
Q1 		$1.67M Sell
12,763
-12
-0.1% -$1.62K 0.76% 42
2024
Q4 		$1.68M Buy
12,775
+1,873
+17% +$258K 0.75% 43
2024
Q3 		$1.48M Buy
10,902
+1,441
+15% +$183K 0.68% 45
2024
Q2 		$1.15M Buy
9,461
+778
+9% +$95.9K 0.59% 51
2024
Q1 		$1.09M Buy
8,683
+749
+9% +$88.1K 0.59% 51
2023
Q4 		$904K Buy
7,934
+516
+7% +$54.2K 0.56% 55
2023
Q3 		$752K Buy
7,418
+3,734
+101% +$400K 0.53% 55
2023
Q2 		$395K Sell
3,684
-369
-9% -$37.2K 0.26% 78
2023
Q1 		$410K Sell
4,053
-47
-1% -$4.73K 0.29% 79
2022
Q4 		$403K Sell
4,100
-262
-6% -$25K 0.3% 80
2022
Q3 		$361K Sell
4,362
-243
-5% -$22.4K 0.28% 76
2022
Q2 		$402K Hold
4,605
– – 0.28% 68
2022
Q1 		$474K Buy
4,605
+200
+5% +$20.3K 0.29% 67
2021
Q4 		$466K Hold
4,405
– – 0.3% 75
2021
Q3 		$431K Sell
4,405
-300
-6% -$30.8K 0.26% 88
2021
Q2 		$482K Buy
4,705
+492
+12% +$50.4K 0.29% 81
2021
Q1 		$415K Buy
4,213
+494
+13% +$45.2K 0.19% 82
2020
Q4 		$329K Buy
3,719
+506
+16% +$42.6K 0.23% 87
2020
Q3 		$247K Sell
3,213
-794
-20% -$59.4K 0.23% 82
2020
Q2 		$275K Hold
4,007
– – 0.25% 78
2020
Q1 		$236K Sell
4,007
-100
-2% -$7.54K 0.26% 75
2019
Q4 		$335K Hold
4,107
– – 0.3% 72
2019
Q3 		$319K Buy
4,107
+322
+9% +$24.7K 0.33% 69
2019
Q2 		$293K Sell
3,785
-54,260
-93% -$4.13M 0.31% 74
2019
Q1 		$757 Buy
+58,045
New +$4.2M 0.06% 137

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

Joseph P. Lucia & Associates's XLI Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 45% in Q2 2026, buying an estimated $1.1M and bringing the position to 20,408 shares worth $3.78M. The position accounts for 1.14% of the portfolio, ranked #24.

Joseph P. Lucia & Associates first reported a position in XLI in Q1 2019 and has held it in 30 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Joseph P. Lucia & Associates held 20,408 shares of State Street Industrial Select Sector SPDR ETF worth $3.78M as of Q2 2026.
  • Joseph P. Lucia & Associates bought 6,313 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.1M.
  • State Street Industrial Select Sector SPDR ETF made up 1.14% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #24 holding.
  • Joseph P. Lucia & Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.