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 Q3	$245K	Hold	1,470	–	–	0.12%	78
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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

McHugh Group's XLI Position: Q3 2026 in Review

McHugh Group held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2026 at 1,470 shares worth $245K. The position accounts for 0.12% of the portfolio, ranked #78.

McHugh Group first reported a position in XLI in Q2 2025 and has held it in 6 quarters since. The position peaked at $272K in Q2 2026. 711 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

McHugh Group held 1,470 shares of State Street Industrial Select Sector SPDR ETF worth $245K as of Q3 2026.
McHugh Group left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Industrial Select Sector SPDR ETF made up 0.12% of McHugh Group's portfolio in Q3 2026, its #78 holding.
McHugh Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 6 quarters since.
McHugh Group's State Street Industrial Select Sector SPDR ETF position peaked at $272K in Q2 2026.
711 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.