Zacks Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Zacks Investment Management’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	$345K	Buy	1,861 +315	+20%	+$54.7K	﹤0.01%	570
2026 Q1	$250K	Sell	1,546 -445	-22%	-$74.7K	﹤0.01%	617
2025 Q4	$309K	Buy	1,991 +274	+16%	+$42.2K	﹤0.01%	580
2025 Q3	$265K	Buy	+1,717	New	+$260K	﹤0.01%	604
2025 Q2	–	Sell	-2,338	Closed	-$306K	–	786
2025 Q1	$306K	Buy	2,338 +619	+36%	+$83.6K	﹤0.01%	544
2024 Q4	$226K	Sell	1,719 -282	-14%	-$38.9K	﹤0.01%	608
2024 Q3	$271K	Sell	2,001 -345	-15%	-$43.9K	﹤0.01%	577
2024 Q2	$286K	Buy	+2,346	New	+$289K	﹤0.01%	515
2023 Q4	–	Sell	-2,249	Closed	-$228K	–	687
2023 Q3	$228K	Buy	+2,249	New	+$241K	﹤0.01%	555
2022 Q3	–	Sell	-2,632	Closed	-$230K	–	665
2022 Q2	$230K	Buy	+2,632	New	+$248K	﹤0.01%	527
2022 Q1	–	Sell	-5,389	Closed	-$570K	–	678
2021 Q4	$570K	Sell	5,389 -150	-3%	-$15.6K	0.01%	438
2021 Q3	$542K	Buy	5,539 +2,143	+63%	+$220K	0.01%	443
2021 Q2	$348K	Buy	+3,396	New	+$348K	0.01%	497

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zacks Investment Management's XLI Position: Q2 2026 in Review

Zacks Investment Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 20% in Q2 2026, buying an estimated $54.7K and bringing the position to 1,861 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Zacks Investment Management first reported a position in XLI in Q2 2021 and has held it in 13 quarters since. The position peaked at $570K in Q4 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Zacks Investment Management held 1,861 shares of State Street Industrial Select Sector SPDR ETF worth $345K as of Q2 2026.
Zacks Investment Management bought 315 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $54.7K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #570 holding.
Zacks Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 13 quarters since.
Zacks Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $570K in Q4 2021.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.