Richmond Investment Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Richmond Investment 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	–	Sell	-2,818	Closed	-$456K	–	256
2026 Q1	$456K	Sell	2,818 -137	-5%	-$23K	0.07%	164
2025 Q4	$458K	Buy	2,955 +212	+8%	+$32.6K	0.08%	150
2025 Q3	$423K	Buy	2,743 +477	+21%	+$72.3K	0.08%	152
2025 Q2	$334K	Buy	+2,266	New	+$309K	0.07%	163

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

Richmond Investment Services's XLI Position: Q2 2026 in Review

Richmond Investment Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 2,818 shares — an estimated $456K sold.

Richmond Investment Services first reported a position in XLI in Q2 2025 and held it in 4 quarters. The position peaked at $458K in Q4 2025. 1,657 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Richmond Investment Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 2,818 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $456K.
Richmond Investment Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and held it in 4 quarters.
Richmond Investment Services's State Street Industrial Select Sector SPDR ETF position peaked at $458K in Q4 2025.
1,657 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.