Sharkey, Howes & Javer’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sharkey, Howes & Javer’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	$454K	Hold	2,450	–	–	0.05%	119
2026 Q1	$396K	Hold	2,450	–	–	0.05%	123
2025 Q4	$380K	Hold	2,450	–	–	0.05%	129
2025 Q3	$378K	Hold	2,450	–	–	0.05%	128
2025 Q2	$361K	Hold	2,450	–	–	0.05%	122
2025 Q1	$321K	Hold	2,450	–	–	0.05%	123
2024 Q4	$323K	Hold	2,450	–	–	0.05%	126
2024 Q3	$332K	Buy	+2,450	New	+$311K	0.05%	117

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

Sharkey, Howes & Javer's XLI Position: Q2 2026 in Review

Sharkey, Howes & Javer held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 2,450 shares worth $454K. The position accounts for 0.05% of the portfolio, ranked #119.

Sharkey, Howes & Javer first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Sharkey, Howes & Javer held 2,450 shares of State Street Industrial Select Sector SPDR ETF worth $454K as of Q2 2026.
Sharkey, Howes & Javer left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #119 holding.
Sharkey, Howes & Javer first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.