Richardson Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Richardson Financial Services’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	$955K	Buy	5,156 +2,550	+98%	+$443K	0.54%	42
2026 Q1	$421K	Buy	+2,606	New	+$437K	0.26%	89
2024 Q4	–	Sell	-7,738	Closed	-$943K	–	659
2024 Q3	$943K	Hold	7,738	–	–	0.6%	43
2024 Q2	$943K	Buy	7,738 +84	+1%	+$10.4K	0.68%	39
2024 Q1	$964K	Buy	+7,654	New	+$901K	0.68%	38

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

Richardson Financial Services's XLI Position: Q2 2026 in Review

Richardson Financial Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 98% in Q2 2026, buying an estimated $443K and bringing the position to 5,156 shares worth $955K. The position accounts for 0.54% of the portfolio, ranked #42.

Richardson Financial Services first reported a position in XLI in Q1 2024 and has held it in 5 quarters since. The position peaked at $964K in Q1 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Richardson Financial Services held 5,156 shares of State Street Industrial Select Sector SPDR ETF worth $955K as of Q2 2026.
Richardson Financial Services bought 2,550 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $443K.
State Street Industrial Select Sector SPDR ETF made up 0.54% of Richardson Financial Services's portfolio in Q2 2026, its #42 holding.
Richardson Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 5 quarters since.
Richardson Financial Services's State Street Industrial Select Sector SPDR ETF position peaked at $964K in Q1 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.