Smith, Moore & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Smith, Moore & Co’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	$472K	Buy	2,546 +689	+37%	+$120K	0.03%	369
2026 Q1	$300K	Buy	1,857 +34	+2%	+$5.71K	0.02%	440
2025 Q4	$283K	Sell	1,823 -99	-5%	-$15.2K	0.02%	428
2025 Q3	$296K	Sell	1,922 -46	-2%	-$6.97K	0.02%	412
2025 Q2	$290K	Sell	1,968 -102	-5%	-$13.9K	0.02%	401
2025 Q1	$271K	Sell	2,070 -67	-3%	-$9.05K	0.03%	394
2024 Q4	$282K	Sell	2,137 -12	-0.6%	-$1.65K	0.03%	380
2024 Q3	$291K	Sell	2,149 -86	-4%	-$10.9K	0.03%	365
2024 Q2	$272K	Sell	2,235 -30	-1%	-$3.7K	0.03%	367
2024 Q1	$285K	Sell	2,265 -1,530	-40%	-$180K	0.03%	350
2023 Q4	$433K	Buy	3,795 +161	+4%	+$16.9K	0.05%	277
2023 Q3	$368K	Buy	3,634 +730	+25%	+$78.1K	0.05%	280
2023 Q2	$312K	Buy	+2,904	New	+$292K	0.04%	309
2022 Q2	–	Sell	-2,329	Closed	-$240K	–	428
2022 Q1	$240K	Buy	2,329 +1	+0%	+$102	0.03%	356
2021 Q4	$246K	Buy	2,328 +56	+2%	+$5.82K	0.03%	360
2021 Q3	$222K	Buy	2,272 +77	+4%	+$7.91K	0.03%	366
2021 Q2	$225K	Sell	2,195 -10	-0.5%	-$1.02K	0.03%	359
2021 Q1	$217K	Buy	+2,205	New	+$202K	0.04%	348
2019 Q4	–	Sell	-3,137	Closed	-$244K	–	326
2019 Q3	$244K	Buy	3,137 +400	+15%	+$30.7K	0.05%	276
2019 Q2	$212K	Hold	2,737	–	–	0.05%	295
2019 Q1	$205K	Buy	+2,737	New	+$198K	0.05%	298
2018 Q4	–	Sell	-2,761	Closed	-$216K	–	367
2018 Q3	$216K	Buy	+2,761	New	+$210K	0.05%	313
2015 Q2	–	Sell	-5,866	Closed	-$327K	–	178
2015 Q1	$327K	Sell	5,866 -186	-3%	-$10.5K	0.17%	113
2014 Q4	$342K	Hold	6,052	–	–	0.18%	105
2014 Q3	$322K	Buy	6,052 +466	+8%	+$25K	0.18%	107
2014 Q2	$302K	Sell	5,586 -292	-5%	-$15.6K	0.18%	94
2014 Q1	$308K	Buy	5,878 +22	+0.4%	+$1.13K	0.18%	107
2013 Q4	$306K	Buy	+5,856	New	+$288K	0.19%	107

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

Smith, Moore & Co's XLI Position: Q2 2026 in Review

Smith, Moore & Co increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 37% in Q2 2026, buying an estimated $120K and bringing the position to 2,546 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #369.

Smith, Moore & Co first reported a position in XLI in Q4 2013 and has held it in 28 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Smith, Moore & Co held 2,546 shares of State Street Industrial Select Sector SPDR ETF worth $472K as of Q2 2026.
Smith, Moore & Co bought 689 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $120K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Smith, Moore & Co's portfolio in Q2 2026, its #369 holding.
Smith, Moore & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 28 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.