Relyea Zuckerberg Hanson’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Relyea Zuckerberg Hanson’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	$7.5M	Buy	40,511 +26,056	+180%	+$4.53M	0.63%	38
2026 Q1	$2.34M	Sell	14,455 -13,098	-48%	-$2.2M	0.24%	64
2025 Q4	$4.27M	Buy	27,553 +45	+0.2%	+$6.92K	0.43%	45
2025 Q3	$4.24M	Sell	27,508 -13,024	-32%	-$1.97M	0.45%	43
2025 Q2	$5.98M	Buy	40,532 +13,030	+47%	+$1.78M	0.7%	29
2025 Q1	$3.6M	Sell	27,502 -2,909	-10%	-$393K	0.49%	41
2024 Q4	$4.01M	Hold	30,411	–	–	0.54%	36
2024 Q3	$4.12M	Buy	30,411 +26,752	+731%	+$3.4M	0.63%	28
2024 Q2	$446K	Hold	3,659	–	–	0.07%	135
2024 Q1	$461K	Sell	3,659 -2,160	-37%	-$254K	0.08%	132
2023 Q4	$663K	Hold	5,819	–	–	0.13%	95
2023 Q3	$590K	Sell	5,819 -914	-14%	-$97.8K	0.13%	94
2023 Q2	$723K	Sell	6,733 -14,056	-68%	-$1.42M	0.16%	86
2023 Q1	$2.1M	Buy	20,789 +14,056	+209%	+$1.41M	0.51%	35
2022 Q4	$661K	Hold	6,733	–	–	0.19%	74
2022 Q3	$558K	Hold	6,733	–	–	0.2%	75
2022 Q2	$588K	Hold	6,733	–	–	0.22%	69
2022 Q1	$674K	Sell	6,733 -1,967	-23%	-$200K	0.22%	71
2021 Q4	$880K	Hold	8,700	–	–	0.32%	59
2021 Q3	$851K	Buy	+8,700	New	+$894K	0.33%	52

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

Relyea Zuckerberg Hanson's XLI Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 180% in Q2 2026, buying an estimated $4.53M and bringing the position to 40,511 shares worth $7.5M. The position accounts for 0.63% of the portfolio, ranked #38.

Relyea Zuckerberg Hanson first reported a position in XLI in Q3 2021 and has held it in 20 quarters since. 1,652 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Relyea Zuckerberg Hanson held 40,511 shares of State Street Industrial Select Sector SPDR ETF worth $7.5M as of Q2 2026.
Relyea Zuckerberg Hanson bought 26,056 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.53M.
State Street Industrial Select Sector SPDR ETF made up 0.63% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #38 holding.
Relyea Zuckerberg Hanson first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
1,652 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.