Pin Oak Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Pin Oak Investment Advisors’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	$6K	Sell	40 -250	-86%	-$42K	﹤0.01%	413
2025 Q4	$50K	Buy	290 +250	+625%	+$38.5K	0.04%	214
2025 Q3	$6.17K	Hold	40	–	–	﹤0.01%	409
2025 Q2	$5K	Hold	40	–	–	﹤0.01%	387
2025 Q1	$5K	Hold	40	–	–	﹤0.01%	377
2024 Q4	$5K	Hold	40	–	–	﹤0.01%	397
2024 Q3	$5K	Hold	40	–	–	﹤0.01%	397
2024 Q2	$5K	Hold	40	–	–	﹤0.01%	394
2024 Q1	$5K	Hold	40	–	–	﹤0.01%	394
2023 Q4	$5K	Hold	40	–	–	0.01%	396
2023 Q3	$4K	Hold	40	–	–	﹤0.01%	409
2023 Q2	$4K	Hold	40	–	–	﹤0.01%	400
2023 Q1	$4K	Hold	40	–	–	﹤0.01%	380
2022 Q4	$4K	Hold	40	–	–	﹤0.01%	368
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	353
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	376
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	380
2021 Q4	$4K	Hold	40	–	–	﹤0.01%	382
2021 Q3	$4K	Hold	40	–	–	﹤0.01%	357
2021 Q2	$4K	Buy	+40	New	+$4.1K	﹤0.01%	358
2018 Q1	–	Sell	-81	Closed	-$6K	–	438
2017 Q4	$6K	Buy	+81	New	+$5.89K	﹤0.01%	378

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

Pin Oak Investment Advisors's XLI Position: Q1 2026 in Review

Pin Oak Investment Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 86% in Q1 2026, selling an estimated $42K and leaving 40 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Pin Oak Investment Advisors first reported a position in XLI in Q4 2017 and has held it in 21 quarters since. The position peaked at $50K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Pin Oak Investment Advisors held 40 shares of State Street Industrial Select Sector SPDR ETF worth $6K as of Q1 2026.
Pin Oak Investment Advisors sold 250 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $42K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #413 holding.
Pin Oak Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 21 quarters since.
Pin Oak Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $50K in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.