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SACKS & ASSOCIATES, LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$2.1M Buy
11,677
+412
+4% +$71.6K 1.42% 22
2026
Q1 		$1.82M Buy
11,265
+143
+1% +$24K 1.35% 23
2025
Q4 		$1.73M Buy
+11,122
New +$1.71M 1.27% 23

Other funds holding XLI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

SACKS & ASSOCIATES, LLC's XLI Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.7% in Q2 2026, buying an estimated $71.6K and bringing the position to 11,677 shares worth $2.1M. The position accounts for 1.42% of the portfolio, ranked #22.

SACKS & ASSOCIATES, LLC first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. 1,038 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 11,677 shares of State Street Industrial Select Sector SPDR ETF worth $2.1M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 412 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $71.6K.
  • State Street Industrial Select Sector SPDR ETF made up 1.42% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #22 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,038 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.