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Sacks & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sacks & Associates’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 		$2.1M Buy
11,677
+412
+4% +$71.6K 1.42% 22
2026
Q1 		$1.82M Buy
11,265
+143
+1% +$24K 1.35% 23
2025
Q4 		$1.73M Buy
+11,122
New +$1.71M 1.27% 23

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sacks & Associates's XLI Position: Q2 2026 in Review

Sacks & Associates increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.7% in Q2 2026, buying an estimated $71.6K and bringing the position to 11,677 shares worth $2.1M. The position accounts for 1.42% of the portfolio, ranked #22.

Sacks & Associates first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. 1,643 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Sacks & Associates held 11,677 shares of State Street Industrial Select Sector SPDR ETF worth $2.1M as of Q2 2026.
  • Sacks & Associates bought 412 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $71.6K.
  • State Street Industrial Select Sector SPDR ETF made up 1.42% of Sacks & Associates's portfolio in Q2 2026, its #22 holding.
  • Sacks & Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,643 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.