LAM
XLI icon

Lewis Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Lewis Asset 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 		$577K Hold
3,116
– – 0.2% 110
2026
Q1 		$504K Sell
3,116
-29
-0.9% -$4.87K 0.21% 110
2025
Q4 		$488K Buy
3,145
+239
+8% +$36.8K 0.2% 113
2025
Q3 		$448K Buy
2,906
+60
+2% +$9.09K 0.18% 118
2025
Q2 		$420K Buy
+2,846
New +$388K 0.2% 121

Other funds holding XLI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Lewis Asset Management's XLI Position: Q2 2026 in Review

Lewis Asset Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 3,116 shares worth $577K. The position accounts for 0.2% of the portfolio, ranked #110.

Lewis Asset Management first reported a position in XLI in Q2 2025 and has held it in 5 quarters since. 777 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Lewis Asset Management held 3,116 shares of State Street Industrial Select Sector SPDR ETF worth $577K as of Q2 2026.
  • Lewis Asset Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.2% of Lewis Asset Management's portfolio in Q2 2026, its #110 holding.
  • Lewis Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 777 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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