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

Marshall 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	$2.57M	Buy	13,852 +4,141	+43%	+$720K	1.07%	34
2026 Q1	$1.57M	Sell	9,711 -1,120	-10%	-$188K	0.75%	44
2025 Q4	$1.68M	Buy	10,831 +86	+0.8%	+$13.2K	0.84%	40
2025 Q3	$1.66M	Buy	+10,745	New	+$1.63M	0.88%	39

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

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

Marshall Investment Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 43% in Q2 2026, buying an estimated $720K and bringing the position to 13,852 shares worth $2.57M. The position accounts for 1.07% of the portfolio, ranked #34.

Marshall Investment Management first reported a position in XLI in Q3 2025 and has held it in 4 quarters since. 1,657 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Marshall Investment Management held 13,852 shares of State Street Industrial Select Sector SPDR ETF worth $2.57M as of Q2 2026.
Marshall Investment Management bought 4,141 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $720K.
State Street Industrial Select Sector SPDR ETF made up 1.07% of Marshall Investment Management's portfolio in Q2 2026, its #34 holding.
Marshall Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,657 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.