Means Investment Company’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Means Investment Company’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	$202K	Buy	+1,089	New	+$189K	0.02%	196
2025 Q2	–	Sell	-1,593	Closed	-$209K	–	203
2025 Q1	$209K	Sell	1,593 -135	-8%	-$18.2K	0.02%	186
2024 Q4	$228K	Sell	1,728 -220	-11%	-$30.3K	0.02%	194
2024 Q3	$264K	Buy	1,948 +220	+13%	+$28K	0.03%	177
2024 Q2	$211K	Buy	1,728 +1	+0.1%	+$123	0.03%	188
2024 Q1	$218K	Buy	+1,727	New	+$203K	0.03%	188
2022 Q1	–	Sell	-1,896	Closed	-$201K	–	224
2021 Q4	$201K	Buy	+1,896	New	+$197K	0.04%	189
2020 Q1	–	Sell	-2,594	Closed	-$219K	–	155
2019 Q4	$219K	Buy	2,594 +88	+4%	+$7.02K	0.07%	133
2019 Q3	$203K	Buy	+2,506	New	+$192K	0.08%	132

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

Means Investment Company's XLI Position: Q2 2026 in Review

Means Investment Company opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,089 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings. This is a return to the name: Means Investment Company previously reported a position in XLI as recently as Q1 2025.

Means Investment Company first reported a position in XLI in Q3 2019 and has held it in 9 quarters since. The position peaked at $264K in Q3 2024. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Means Investment Company held 1,089 shares of State Street Industrial Select Sector SPDR ETF worth $202K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Means Investment Company position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Means Investment Company's portfolio in Q2 2026, its #196 holding.
Means Investment Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2019 and has held it in 9 quarters since.
Means Investment Company's State Street Industrial Select Sector SPDR ETF position peaked at $264K in Q3 2024.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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