Okabena Investment Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Okabena Investment 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	$2.27M	Buy	12,277 +256	+2%	+$44.5K	0.41%	44
2026 Q1	$1.94M	Buy	12,021 +275	+2%	+$46.2K	0.37%	49
2025 Q4	$1.82M	Buy	11,746 +231	+2%	+$35.5K	0.35%	49
2025 Q3	$1.78M	Buy	11,515 +238	+2%	+$36.1K	0.35%	48
2025 Q2	$1.66M	Buy	11,277 +268	+2%	+$36.6K	0.37%	49
2025 Q1	$1.44M	Buy	11,009 +75	+0.7%	+$10.1K	0.36%	53
2024 Q4	$1.44M	Buy	10,934 +666	+6%	+$91.8K	0.4%	54
2024 Q3	$1.39M	Hold	10,268	–	–	0.39%	53
2024 Q2	$1.25M	Hold	10,268	–	–	0.4%	53
2024 Q1	$1.29M	Hold	10,268	–	–	0.43%	58
2023 Q4	$1.17M	Buy	+10,268	New	+$1.08M	0.46%	57
2023 Q3	–	Sell	-406	Closed	-$43.6K	–	155
2023 Q2	$43.6K	Buy	+406	New	+$40.9K	0.03%	76

Other funds holding XLI

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Okabena Investment Services's XLI Position: Q2 2026 in Review

Okabena Investment Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.1% in Q2 2026, buying an estimated $44.5K and bringing the position to 12,277 shares worth $2.27M. The position accounts for 0.41% of the portfolio, ranked #44.

Okabena Investment Services first reported a position in XLI in Q2 2023 and has held it in 12 quarters since. 1,322 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Okabena Investment Services held 12,277 shares of State Street Industrial Select Sector SPDR ETF worth $2.27M as of Q2 2026.
Okabena Investment Services bought 256 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $44.5K.
State Street Industrial Select Sector SPDR ETF made up 0.41% of Okabena Investment Services's portfolio in Q2 2026, its #44 holding.
Okabena Investment Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
1,322 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.