SC
XLI icon

SummitTX Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

SummitTX Capital’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 		$35.8M Buy
+193,167
New +$33.6M 0.92% 7
2025
Q4 		– Sell
-5,505
Closed -$849K – 997
2025
Q3 		$849K Buy
+5,505
New +$834K 0.04% 418

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

SummitTX Capital's XLI Position: Q2 2026 in Review

SummitTX Capital opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 193,167 shares worth $35.8M. The stake represents 0.92% of the portfolio and ranks #7 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in XLI as recently as Q3 2025.

SummitTX Capital first reported a position in XLI in Q3 2025 and has held it in 2 quarters since. 1,655 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • SummitTX Capital held 193,167 shares of State Street Industrial Select Sector SPDR ETF worth $35.8M as of Q2 2026.
  • State Street Industrial Select Sector SPDR ETF was a new SummitTX Capital position in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.92% of SummitTX Capital's portfolio in Q2 2026, its #7 holding.
  • SummitTX Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,655 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.