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Walsh & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Walsh & 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 		$792K Sell
4,275
-100
-2% -$17.4K 0.65% 28
2026
Q1 		$708K Sell
4,375
-180
-4% -$30.2K 0.7% 27
2025
Q4 		$707K Buy
+4,555
New +$701K 0.7% 29

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

Walsh & Associates's XLI Position: Q2 2026 in Review

Walsh & Associates reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.3% in Q2 2026, selling an estimated $17.4K and leaving 4,275 shares worth $792K. The position accounts for 0.65% of the portfolio, ranked #28.

Walsh & Associates first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. 1,647 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Walsh & Associates held 4,275 shares of State Street Industrial Select Sector SPDR ETF worth $792K as of Q2 2026.
  • Walsh & Associates sold 100 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $17.4K.
  • State Street Industrial Select Sector SPDR ETF made up 0.65% of Walsh & Associates's portfolio in Q2 2026, its #28 holding.
  • Walsh & Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,647 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.