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XLI icon

KMG Fiduciary Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

KMG Fiduciary Partners’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 		$476K Hold
2,568
– – 0.04% 156
2026
Q1 		$415K Hold
2,568
– – 0.03% 210
2025
Q4 		$398K Hold
2,568
– – 0.03% 211
2025
Q3 		$396K Hold
2,568
– – 0.03% 248
2025
Q2 		$379K Hold
2,568
– – 0.03% 244
2025
Q1 		$337K Hold
2,568
– – 0.03% 247
2024
Q4 		$338K Hold
2,568
– – 0.03% 235
2024
Q3 		$348K Hold
2,568
– – 0.03% 230
2024
Q2 		$313K Hold
2,568
– – 0.03% 208
2024
Q1 		$323K Hold
2,568
– – 0.03% 197
2023
Q4 		$293K Hold
2,568
– – 0.03% 202
2023
Q3 		$260K Hold
2,568
– – 0.03% 205
2023
Q2 		$276K Sell
2,568
-48
-2% -$4.83K 0.04% 207
2023
Q1 		$265K Hold
2,616
– – 0.04% 207
2022
Q4 		$257K Hold
2,616
– – 0.04% 209
2022
Q3 		$217K Hold
2,616
– – 0.04% 182
2022
Q2 		$228K Sell
2,616
-158
-6% -$14.9K 0.04% 190
2022
Q1 		$286K Hold
2,774
– – 0.05% 179
2021
Q4 		$294K Hold
2,774
– – 0.05% 173
2021
Q3 		$271K Hold
2,774
– – 0.05% 174
2021
Q2 		$284K Buy
+2,774
New +$284K 0.05% 169
2020
Q1 		– Sell
-2,641
Closed -$215K – 153
2019
Q4 		$215K Hold
2,641
– – 0.07% 122
2019
Q3 		$205K Hold
2,641
– – 0.07% 110
2019
Q2 		$204K Buy
+2,641
New +$201K 0.07% 106

Other funds holding XLI

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

KMG Fiduciary Partners's XLI Position: Q2 2026 in Review

KMG Fiduciary Partners held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 2,568 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #156.

KMG Fiduciary Partners first reported a position in XLI in Q2 2019 and has held it in 24 quarters since. 279 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • KMG Fiduciary Partners held 2,568 shares of State Street Industrial Select Sector SPDR ETF worth $476K as of Q2 2026.
  • KMG Fiduciary Partners left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.04% of KMG Fiduciary Partners's portfolio in Q2 2026, its #156 holding.
  • KMG Fiduciary Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2019 and has held it in 24 quarters since.
  • 279 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.