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 Q2	$7K	Hold	40	–	–	0.01%	405
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 $1.55T 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

Pin Oak Investment Advisors's XLI Position: Q2 2026 in Review

Pin Oak Investment Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 40 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #405.

Pin Oak Investment Advisors first reported a position in XLI in Q4 2017 and has held it in 22 quarters since. The position peaked at $50K in Q4 2025. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Pin Oak Investment Advisors held 40 shares of State Street Industrial Select Sector SPDR ETF worth $7K as of Q2 2026.
Pin Oak Investment Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #405 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 22 quarters since.
Pin Oak Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $50K in Q4 2025.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.