LI
XLI icon

LRI Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

LRI Investments’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 		$274K Buy
1,478
+430
+41% +$74.7K 0.02% 273
2026
Q1 		$169K Hold
1,048
– – 0.02% 310
2025
Q4 		$163K Hold
1,048
– – 0.01% 324
2025
Q3 		$162K Hold
1,048
– – 0.01% 330
2025
Q2 		$155K Sell
1,048
-62
-6% -$8.46K 0.01% 341
2025
Q1 		$145K Buy
1,110
+251
+29% +$33.9K 0.01% 326
2024
Q4 		$113K Hold
859
– – 0.01% 393
2024
Q3 		$120K Hold
859
– – 0.01% 373
2024
Q2 		$105K Buy
859
+27
+3% +$3.33K 0.01% 374
2024
Q1 		$105K Buy
+832
New +$97.9K 0.03% 196

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

LRI Investments's XLI Position: Q2 2026 in Review

LRI Investments increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 41% in Q2 2026, buying an estimated $74.7K and bringing the position to 1,478 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #273.

LRI Investments first reported a position in XLI in Q1 2024 and has held it in 10 quarters since. 808 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • LRI Investments held 1,478 shares of State Street Industrial Select Sector SPDR ETF worth $274K as of Q2 2026.
  • LRI Investments bought 430 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $74.7K.
  • State Street Industrial Select Sector SPDR ETF made up 0.02% of LRI Investments's portfolio in Q2 2026, its #273 holding.
  • LRI Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.