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Stephen J. Garry & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Stephen J. Garry & 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 		$2.65M Buy
14,314
+2,035
+17% +$354K 1.93% 12
2026
Q1 		$1.99M Buy
+12,279
New +$2.06M 1.6% 13

Other funds holding XLI

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Stephen J. Garry & Associates's XLI Position: Q2 2026 in Review

Stephen J. Garry & Associates increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 17% in Q2 2026, buying an estimated $354K and bringing the position to 14,314 shares worth $2.65M. The position accounts for 1.93% of the portfolio, ranked #12.

Stephen J. Garry & Associates first reported a position in XLI in Q1 2026 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Stephen J. Garry & Associates held 14,314 shares of State Street Industrial Select Sector SPDR ETF worth $2.65M as of Q2 2026.
  • Stephen J. Garry & Associates bought 2,035 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $354K.
  • State Street Industrial Select Sector SPDR ETF made up 1.93% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #12 holding.
  • Stephen J. Garry & Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.