MIM
XLI icon

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

MTM 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 		$44.6K Buy
241
+1
+0.4% +$174 0.01% 361
2026
Q1 		$38.9K Buy
240
+125
+109% +$21K 0.01% 362
2025
Q4 		$17.8K Hold
115
– – 0.01% 457
2025
Q3 		$17.7K Hold
115
– – 0.01% 469
2025
Q2 		$17K Hold
115
– – 0.01% 473
2025
Q1 		$15.2K Hold
115
– – 0.01% 247
2024
Q4 		$15.2K Hold
115
– – 0.01% 240
2024
Q3 		$15.6K Hold
115
– – 0.01% 245
2024
Q2 		$14K Sell
115
-47
-29% -$5.79K 0.01% 240
2024
Q1 		$20.4K Buy
162
+47
+41% +$5.53K 0.01% 243
2023
Q4 		$13.1K Hold
115
– – 0.01% 237
2023
Q3 		$11.7K Hold
115
– – 0.01% 231
2023
Q2 		$12.3K Hold
115
– – 0.01% 240
2023
Q1 		$11.6K Hold
115
– – 0.01% 241
2022
Q4 		$11.3K Hold
115
– – 0.01% 244
2022
Q3 		$10K Hold
115
– – 0.01% 240
2022
Q2 		$10K Hold
115
– – 0.01% 247
2022
Q1 		$12K Hold
115
– – 0.01% 260
2021
Q4 		$12K Hold
115
– – 0.01% 261
2021
Q3 		$11K Hold
115
– – 0.01% 243
2021
Q2 		$12K Hold
115
– – 0.01% 236
2021
Q1 		$11K Hold
115
– – 0.01% 231
2020
Q4 		$10K Buy
+115
New +$9.69K 0.01% 211

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

MTM Investment Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.42% in Q2 2026, buying an estimated $174 and bringing the position to 241 shares worth $44.6K. The position accounts for 0.01% of the portfolio, ranked #361.

MTM Investment Management first reported a position in XLI in Q4 2020 and has held it in 23 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • MTM Investment Management held 241 shares of State Street Industrial Select Sector SPDR ETF worth $44.6K as of Q2 2026.
  • MTM Investment Management bought 1 State Street Industrial Select Sector SPDR ETF share in Q2 2026, an estimated $174.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #361 holding.
  • MTM Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.