Leavell Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Leavell Investment Management’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	$716K	Buy	3,868 +148	+4%	+$25.7K	0.03%	373
2026 Q1	$602K	Buy	3,720 +421	+13%	+$70.7K	0.02%	386
2025 Q4	$512K	Buy	3,299 +505	+18%	+$77.7K	0.02%	403
2025 Q3	$431K	Buy	2,794 +262	+10%	+$39.7K	0.02%	441
2025 Q2	$374K	Buy	2,532 +817	+48%	+$111K	0.02%	460
2025 Q1	$225K	Buy	+1,715	New	+$232K	0.01%	511

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

Leavell Investment Management's XLI Position: Q2 2026 in Review

Leavell Investment Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4% in Q2 2026, buying an estimated $25.7K and bringing the position to 3,868 shares worth $716K. The position accounts for 0.03% of the portfolio, ranked #373.

Leavell Investment Management first reported a position in XLI in Q1 2025 and has held it in 6 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Leavell Investment Management held 3,868 shares of State Street Industrial Select Sector SPDR ETF worth $716K as of Q2 2026.
Leavell Investment Management bought 148 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $25.7K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #373 holding.
Leavell Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.