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YHB Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

YHB Investment Advisors’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 		$411K Sell
2,218
-9
-0.4% -$1.56K 0.03% 234
2026
Q1 		$360K Sell
2,227
-234
-10% -$39.3K 0.03% 234
2025
Q4 		$382K Buy
+2,461
New +$379K 0.03% 229

Other funds holding XLI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

YHB Investment Advisors's XLI Position: Q2 2026 in Review

YHB Investment Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.4% in Q2 2026, selling an estimated $1.56K and leaving 2,218 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #234.

YHB Investment Advisors first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • YHB Investment Advisors held 2,218 shares of State Street Industrial Select Sector SPDR ETF worth $411K as of Q2 2026.
  • YHB Investment Advisors sold 9 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.56K.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of YHB Investment Advisors's portfolio in Q2 2026, its #234 holding.
  • YHB Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.