Novak & Powell Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Novak & Powell Financial Services’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 Q1	$346K	Buy	2,139 +5	+0.2%	+$839	0.19%	109
2025 Q4	$331K	Buy	2,134 +6	+0.3%	+$923	0.17%	109
2025 Q3	$328K	Buy	2,128 +8	+0.4%	+$1.21K	0.17%	112
2025 Q2	$313K	Buy	2,120 +26	+1%	+$3.55K	0.22%	100
2025 Q1	$275K	Buy	2,094 +61	+3%	+$8.24K	0.17%	116
2024 Q4	$268K	Buy	2,033 +130	+7%	+$17.9K	0.16%	115
2024 Q3	$258K	Buy	1,903 +25	+1%	+$3.18K	0.15%	125
2024 Q2	$229K	Buy	1,878 +5	+0.3%	+$616	0.14%	129
2024 Q1	$236K	Buy	1,873 +5	+0.3%	+$588	0.18%	115
2023 Q4	$213K	Buy	+1,868	New	+$196K	0.14%	133

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Novak & Powell Financial Services's XLI Position: Q1 2026 in Review

Novak & Powell Financial Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.23% in Q1 2026, buying an estimated $839 and bringing the position to 2,139 shares worth $346K. The position accounts for 0.19% of the portfolio, ranked #109.

Novak & Powell Financial Services first reported a position in XLI in Q4 2023 and has held it in 10 quarters since. 1,555 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Novak & Powell Financial Services held 2,139 shares of State Street Industrial Select Sector SPDR ETF worth $346K as of Q1 2026.
Novak & Powell Financial Services bought 5 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $839.
State Street Industrial Select Sector SPDR ETF made up 0.19% of Novak & Powell Financial Services's portfolio in Q1 2026, its #109 holding.
Novak & Powell Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,555 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.