Pine Valley Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Pine Valley Investments’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	$2.96M	Buy	15,979 +1,464	+10%	+$254K	0.12%	167
2026 Q1	$2.35M	Buy	14,515 +3,547	+32%	+$595K	0.11%	187
2025 Q4	$1.7M	Buy	10,968 +906	+9%	+$139K	0.08%	214
2025 Q3	$1.55M	Buy	10,062 +408	+4%	+$61.8K	0.08%	229
2025 Q2	$1.42M	Sell	9,654 -132	-1%	-$18K	0.08%	227
2025 Q1	$1.28M	Sell	9,786 -846	-8%	-$114K	0.08%	232
2024 Q4	$1.4M	Sell	10,632 -1,465	-12%	-$202K	0.08%	208
2024 Q3	$1.64M	Sell	12,097 -272	-2%	-$34.6K	0.1%	196
2024 Q2	$1.51M	Buy	12,369 +3,443	+39%	+$424K	0.1%	196
2024 Q1	$1.12M	Buy	8,926 +1,507	+20%	+$177K	0.08%	220
2023 Q4	$846K	Sell	7,419 -1,417	-16%	-$149K	0.06%	237
2023 Q3	$896K	Buy	+8,836	New	+$946K	0.08%	220

Other funds holding XLI

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Pine Valley Investments's XLI Position: Q2 2026 in Review

Pine Valley Investments increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 10% in Q2 2026, buying an estimated $254K and bringing the position to 15,979 shares worth $2.96M. The position accounts for 0.12% of the portfolio, ranked #167.

Pine Valley Investments first reported a position in XLI in Q3 2023 and has held it in 12 quarters since. 979 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Pine Valley Investments held 15,979 shares of State Street Industrial Select Sector SPDR ETF worth $2.96M as of Q2 2026.
Pine Valley Investments bought 1,464 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $254K.
State Street Industrial Select Sector SPDR ETF made up 0.12% of Pine Valley Investments's portfolio in Q2 2026, its #167 holding.
Pine Valley Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
979 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.