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Richards, Merrill & Peterson’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Richards, Merrill & Peterson’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 		$1.19M Buy
6,410
+2,565
+67% +$446K 0.38% 68
2026
Q1 		$622K Buy
3,845
+3,685
+2,303% +$618K 0.23% 100
2025
Q4 		$24.8K Buy
+160
New +$24.6K 0.01% 241
2025
Q2 		– Sell
-160
Closed -$21K – 482
2025
Q1 		$21K Hold
160
– – 0.01% 337
2024
Q4 		$21.1K Buy
+160
New +$22.1K 0.01% 331

Other funds holding XLI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Richards, Merrill & Peterson's XLI Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 67% in Q2 2026, buying an estimated $446K and bringing the position to 6,410 shares worth $1.19M. The position accounts for 0.38% of the portfolio, ranked #68.

Richards, Merrill & Peterson first reported a position in XLI in Q4 2024 and has held it in 5 quarters since. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Richards, Merrill & Peterson held 6,410 shares of State Street Industrial Select Sector SPDR ETF worth $1.19M as of Q2 2026.
  • Richards, Merrill & Peterson bought 2,565 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $446K.
  • State Street Industrial Select Sector SPDR ETF made up 0.38% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #68 holding.
  • Richards, Merrill & Peterson first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
  • 813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.