Roble Belko & Company’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Roble Belko & Company’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	$2K	Hold	13	–	–	﹤0.01%	403
2026 Q1	$2K	Hold	13	–	–	﹤0.01%	403
2025 Q4	$2K	Hold	13	–	–	﹤0.01%	400
2025 Q3	$2K	Buy	+13	New	+$1.97K	﹤0.01%	367
2019 Q3	–	Sell	-735	Closed	-$57K	–	355
2019 Q2	$57K	Buy	735 +523	+247%	+$39.8K	0.02%	142
2019 Q1	$16K	Buy	+212	New	+$15.3K	0.01%	185

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

Roble Belko & Company's XLI Position: Q2 2026 in Review

Roble Belko & Company held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 13 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Roble Belko & Company first reported a position in XLI in Q1 2019 and has held it in 6 quarters since. The position peaked at $57K in Q2 2019. 1,652 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Roble Belko & Company held 13 shares of State Street Industrial Select Sector SPDR ETF worth $2K as of Q2 2026.
Roble Belko & Company left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #403 holding.
Roble Belko & Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and has held it in 6 quarters since.
Roble Belko & Company's State Street Industrial Select Sector SPDR ETF position peaked at $57K in Q2 2019.
1,652 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.