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Stephens Inc’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Stephens Inc’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 		$1.04M Hold
5,615
– – 0.01% 666
2026
Q1 		$908K Buy
5,615
+1,095
+24% +$184K 0.01% 666
2025
Q4 		$701K Buy
4,520
+36
+0.8% +$5.54K 0.01% 724
2025
Q3 		$692K Buy
4,484
+80
+2% +$12.1K 0.01% 742
2025
Q2 		$650K Sell
4,404
-200
-4% -$27.3K 0.01% 745
2025
Q1 		$603K Sell
4,604
-30
-0.6% -$4.05K 0.01% 749
2024
Q4 		$611K Buy
4,634
+200
+5% +$27.6K 0.01% 763
2024
Q3 		$601K Sell
4,434
-15
-0.3% -$1.91K 0.01% 774
2024
Q2 		$542K Sell
4,449
-81
-2% -$9.98K 0.01% 759
2024
Q1 		$571K Buy
4,530
+81
+2% +$9.53K 0.01% 766
2023
Q4 		$507K Sell
4,449
-1,969
-31% -$207K 0.01% 739
2023
Q3 		$651K Sell
6,418
-31
-0.5% -$3.32K 0.01% 638
2023
Q2 		$692K Buy
6,449
+2,288
+55% +$230K 0.01% 640
2023
Q1 		$421K Hold
4,161
– – 0.01% 768
2022
Q4 		$409K Sell
4,161
-20
-0.5% -$1.91K 0.01% 765
2022
Q3 		$346K Sell
4,181
-650
-13% -$59.8K 0.01% 838
2022
Q2 		$422K Buy
4,831
+380
+9% +$35.8K 0.01% 784
2022
Q1 		$458K Sell
4,451
-6,182
-58% -$628K 0.01% 847
2021
Q4 		$1.13M Sell
10,633
-3,160
-23% -$328K 0.02% 595
2021
Q3 		$1.35M Sell
13,793
-1,623
-11% -$167K 0.02% 560
2021
Q2 		$1.58M Sell
15,416
-16,659
-52% -$1.71M 0.02% 528
2021
Q1 		$3.16M Buy
32,075
+2,955
+10% +$271K 0.05% 348
2020
Q4 		$2.58M Sell
29,120
-990
-3% -$83.4K 0.05% 369
2020
Q3 		$2.32M Buy
30,110
+6,562
+28% +$491K 0.05% 356
2020
Q2 		$1.62M Buy
23,548
+7,354
+45% +$477K 0.03% 407
2020
Q1 		$956K Buy
16,194
+11,074
+216% +$834K 0.03% 471
2019
Q4 		$417K Buy
5,120
+1,273
+33% +$102K 0.01% 781
2019
Q3 		$299K Sell
3,847
-642
-14% -$49.3K 0.01% 911
2019
Q2 		$348K Hold
4,489
– – 0.01% 864
2019
Q1 		$337K Hold
4,489
– – 0.01% 874
2018
Q4 		$289K Sell
4,489
-122
-3% -$8.65K 0.01% 866
2018
Q3 		$362K Sell
4,611
-379
-8% -$28.9K 0.01% 882
2018
Q2 		$357K Sell
4,990
-2,227
-31% -$165K 0.01% 688
2018
Q1 		$536K Buy
7,217
+2,304
+47% +$178K 0.02% 491
2017
Q4 		$372K Buy
4,913
+302
+7% +$22K 0.01% 540
2017
Q3 		$327K Sell
4,611
-350
-7% -$24.1K 0.01% 556
2017
Q2 		$338K Buy
+4,961
New +$331K 0.01% 664

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

Stephens Inc's XLI Position: Q2 2026 in Review

Stephens Inc held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 5,615 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #666.

Stephens Inc first reported a position in XLI in Q2 2017 and has held it in 37 quarters since. The position peaked at $3.16M in Q1 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Stephens Inc held 5,615 shares of State Street Industrial Select Sector SPDR ETF worth $1.04M as of Q2 2026.
  • Stephens Inc left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #666 holding.
  • Stephens Inc first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2017 and has held it in 37 quarters since.
  • Stephens Inc's State Street Industrial Select Sector SPDR ETF position peaked at $3.16M in Q1 2021.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.