Richard W. Paul & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Richard W. Paul & Associates’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	$502K	Sell	2,712 -45	-2%	-$7.82K	0.15%	115
2026 Q1	$446K	Sell	2,757 -73	-3%	-$12.3K	0.15%	119
2025 Q4	$439K	Sell	2,830 -256	-8%	-$39.4K	0.15%	121
2025 Q3	$476K	Sell	3,086 -290	-9%	-$43.9K	0.16%	120
2025 Q2	$498K	Sell	3,376 -216	-6%	-$29.5K	0.18%	115
2025 Q1	$471K	Sell	3,592 -9,330	-72%	-$1.26M	0.18%	117
2024 Q4	$1.7M	Sell	12,922 -376	-3%	-$51.8K	0.62%	40
2024 Q3	$1.8M	Sell	13,298 -219	-2%	-$27.8K	0.65%	32
2024 Q2	$1.65M	Buy	13,517 +391	+3%	+$48.2K	0.64%	37
2024 Q1	$1.65M	Sell	13,126 -138	-1%	-$16.2K	0.66%	33
2023 Q4	$1.51M	Sell	13,264 -155	-1%	-$16.3K	0.64%	38
2023 Q3	$1.36M	Buy	13,419 +5,109	+61%	+$547K	0.62%	38
2023 Q2	$892K	Buy	8,310 +226	+3%	+$22.8K	0.39%	77
2023 Q1	$818K	Buy	8,084 +868	+12%	+$87.3K	0.38%	76
2022 Q4	$709K	Buy	+7,216	New	+$687K	0.36%	76

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

Richard W. Paul & Associates's XLI Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.6% in Q2 2026, selling an estimated $7.82K and leaving 2,712 shares worth $502K. The position accounts for 0.15% of the portfolio, ranked #115.

Richard W. Paul & Associates first reported a position in XLI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q3 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Richard W. Paul & Associates held 2,712 shares of State Street Industrial Select Sector SPDR ETF worth $502K as of Q2 2026.
Richard W. Paul & Associates sold 45 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.82K.
State Street Industrial Select Sector SPDR ETF made up 0.15% of Richard W. Paul & Associates's portfolio in Q2 2026, its #115 holding.
Richard W. Paul & Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Richard W. Paul & Associates's State Street Industrial Select Sector SPDR ETF position peaked at $1.8M in Q3 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.