Sigma Investment Counselors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sigma Investment Counselors’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	$657K	Sell	3,549 -900	-20%	-$156K	0.03%	122
2026 Q1	$720K	Buy	4,449 +928	+26%	+$156K	0.04%	116
2025 Q4	$546K	Sell	3,521 -105	-3%	-$16.2K	0.03%	128
2025 Q3	$559K	Hold	3,626	–	–	0.03%	126
2025 Q2	$535K	Buy	3,626 +661	+22%	+$90.2K	0.03%	122
2025 Q1	$389K	Buy	2,965 +1,112	+60%	+$150K	0.02%	137
2024 Q4	$244K	Buy	1,853 +258	+16%	+$35.6K	0.01%	180
2024 Q3	$216K	Buy	+1,595	New	+$203K	0.01%	189
2024 Q2	–	Sell	-1,595	Closed	-$201K	–	198
2024 Q1	$201K	Sell	1,595 -434	-21%	-$51.1K	0.01%	192
2023 Q4	$231K	Buy	+2,029	New	+$213K	0.02%	180
2023 Q3	–	Sell	-2,335	Closed	-$251K	–	197
2023 Q2	$251K	Hold	2,335	–	–	0.02%	169
2023 Q1	$236K	Hold	2,335	–	–	0.02%	174
2022 Q4	$229K	Buy	+2,335	New	+$222K	0.02%	171
2020 Q4	–	Sell	-2,827	Closed	-$218K	–	177
2020 Q3	$218K	Buy	+2,827	New	+$211K	0.04%	116
2020 Q2	–	Sell	-5,020	Closed	-$296K	–	160
2020 Q1	$296K	Buy	+5,020	New	+$378K	0.04%	120

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

Sigma Investment Counselors's XLI Position: Q2 2026 in Review

Sigma Investment Counselors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 20% in Q2 2026, selling an estimated $156K and leaving 3,549 shares worth $657K. The position accounts for 0.03% of the portfolio, ranked #122.

Sigma Investment Counselors first reported a position in XLI in Q1 2020 and has held it in 15 quarters since. The position peaked at $720K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Sigma Investment Counselors held 3,549 shares of State Street Industrial Select Sector SPDR ETF worth $657K as of Q2 2026.
Sigma Investment Counselors sold 900 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $156K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Sigma Investment Counselors's portfolio in Q2 2026, its #122 holding.
Sigma Investment Counselors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 15 quarters since.
Sigma Investment Counselors's State Street Industrial Select Sector SPDR ETF position peaked at $720K in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.