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

KKM Financial’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	$3.21M	Sell	17,312 -3,978	-19%	-$691K	0.44%	68
2026 Q1	$3.3M	Hold	21,290	–	–	0.59%	70
2025 Q4	$3.3M	Sell	21,290 -3,989	-16%	-$614K	0.59%	70
2025 Q3	$3.9M	Sell	25,279 -155	-0.6%	-$23.5K	1.23%	40
2025 Q2	$3.82M	Sell	25,434 -871	-3%	-$119K	1.33%	21
2025 Q1	$3.53M	Buy	26,305 +181	+0.7%	+$24.5K	1.49%	14
2024 Q4	$3.53M	Buy	26,124 +18,177	+229%	+$2.51M	1.47%	18
2024 Q3	$1.08M	Sell	7,947 -14,459	-65%	-$1.84M	0.53%	60
2024 Q2	$2.62M	Buy	22,406 +445	+2%	+$54.8K	1.24%	23
2024 Q1	$2.77M	Buy	21,961 +17,694	+415%	+$2.08M	1.35%	18
2023 Q4	$486K	Buy	+4,267	New	+$448K	0.31%	76

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

KKM Financial's XLI Position: Q2 2026 in Review

KKM Financial reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 19% in Q2 2026, selling an estimated $691K and leaving 17,312 shares worth $3.21M. The position accounts for 0.44% of the portfolio, ranked #68.

KKM Financial first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.9M in Q3 2025. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

KKM Financial held 17,312 shares of State Street Industrial Select Sector SPDR ETF worth $3.21M as of Q2 2026.
KKM Financial sold 3,978 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $691K.
State Street Industrial Select Sector SPDR ETF made up 0.44% of KKM Financial's portfolio in Q2 2026, its #68 holding.
KKM Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
KKM Financial's State Street Industrial Select Sector SPDR ETF position peaked at $3.9M in Q3 2025.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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