McHugh Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

McHugh Group’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	$272K	Hold	1,470	–	–	0.14%	71
2026 Q1	$238K	Hold	1,470	–	–	0.14%	70
2025 Q4	$228K	Hold	1,470	–	–	0.13%	73
2025 Q3	$227K	Hold	1,470	–	–	0.14%	68
2025 Q2	$217K	Buy	+1,470	New	+$201K	0.15%	64

Other funds holding XLI

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

McHugh Group's XLI Position: Q2 2026 in Review

McHugh Group held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,470 shares worth $272K. The position accounts for 0.14% of the portfolio, ranked #71.

McHugh Group first reported a position in XLI in Q2 2025 and has held it in 5 quarters since. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

McHugh Group held 1,470 shares of State Street Industrial Select Sector SPDR ETF worth $272K as of Q2 2026.
McHugh Group left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.14% of McHugh Group's portfolio in Q2 2026, its #71 holding.
McHugh Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on McHugh Group's 13F filing for Q2 2026, filed 16 Jul 2026.