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XLI icon

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
Q2 		$396K Sell
2,138
-1
-0% -$174 0.19% 109
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
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

Novak & Powell Financial Services's XLI Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.05% in Q2 2026, selling an estimated $174 and leaving 2,138 shares worth $396K. 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 11 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Novak & Powell Financial Services held 2,138 shares of State Street Industrial Select Sector SPDR ETF worth $396K as of Q2 2026.
  • Novak & Powell Financial Services sold 1 State Street Industrial Select Sector SPDR ETF share in Q2 2026, an estimated $174.
  • State Street Industrial Select Sector SPDR ETF made up 0.19% of Novak & Powell Financial Services's portfolio in Q2 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 11 quarters since.
  • 1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.