Roehl & Yi Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Roehl & Yi Investment Advisors’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	$926K	Hold	5,000	–	–	0.3%	73
2026 Q1	$809K	Sell	5,000 -175	-3%	-$29.4K	0.3%	68
2025 Q4	$803K	Hold	5,175	–	–	0.32%	69
2025 Q3	$798K	Hold	5,175	–	–	0.35%	62
2025 Q2	$763K	Hold	5,175	–	–	0.39%	58
2025 Q1	$678K	Hold	5,175	–	–	0.37%	65
2024 Q4	$682K	Buy	+5,175	New	+$713K	0.38%	60

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

Roehl & Yi Investment Advisors's XLI Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 5,000 shares worth $926K. The position accounts for 0.3% of the portfolio, ranked #73.

Roehl & Yi Investment Advisors first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,652 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Roehl & Yi Investment Advisors held 5,000 shares of State Street Industrial Select Sector SPDR ETF worth $926K as of Q2 2026.
Roehl & Yi Investment Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.3% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #73 holding.
Roehl & Yi Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,652 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.