Pekin Hardy Strauss’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Pekin Hardy Strauss’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	$666K	Hold	3,596	–	–	0.06%	278
2026 Q1	$582K	Sell	3,596 -120	-3%	-$20.1K	0.06%	284
2025 Q4	$576K	Hold	3,716	–	–	0.05%	258
2025 Q3	$573K	Hold	3,716	–	–	0.06%	239
2025 Q2	$548K	Hold	3,716	–	–	0.06%	234
2025 Q1	$487K	Buy	3,716 +15	+0.4%	+$2.03K	0.06%	248
2024 Q4	$488K	Hold	3,701	–	–	0.06%	249
2024 Q3	$501K	Hold	3,701	–	–	0.06%	236
2024 Q2	$451K	Hold	3,701	–	–	0.06%	232
2024 Q1	$466K	Buy	3,701 +1,056	+40%	+$124K	0.06%	225
2023 Q4	$302K	Buy	2,645 +610	+30%	+$64K	0.04%	251
2023 Q3	$206K	Buy	2,035 +130	+7%	+$13.9K	0.03%	279
2023 Q2	$204K	Sell	1,905 -2,545	-57%	-$256K	0.02%	282
2023 Q1	$450K	Buy	4,450 +600	+16%	+$60.3K	0.06%	203
2022 Q4	$378K	Buy	+3,850	New	+$367K	0.05%	218

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Pekin Hardy Strauss's XLI Position: Q2 2026 in Review

Pekin Hardy Strauss held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 3,596 shares worth $666K. The position accounts for 0.06% of the portfolio, ranked #278.

Pekin Hardy Strauss first reported a position in XLI in Q4 2022 and has held it in 15 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Pekin Hardy Strauss held 3,596 shares of State Street Industrial Select Sector SPDR ETF worth $666K as of Q2 2026.
Pekin Hardy Strauss left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Pekin Hardy Strauss's portfolio in Q2 2026, its #278 holding.
Pekin Hardy Strauss first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.