ZIG
XLI icon

Zullo Investment Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Zullo Investment Group’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 		$3.88M Sell
20,943
-899
-4% -$156K 1.32% 14
2026
Q1 		$3.53M Buy
21,842
+828
+4% +$139K 1.34% 15
2025
Q4 		$3.26M Sell
21,014
-120
-0.6% -$18.5K 1.19% 13
2025
Q3 		$3.26M Buy
21,134
+377
+2% +$57.1K 1.21% 13
2025
Q2 		$3.06M Buy
20,757
+474
+2% +$64.7K 1.24% 13
2025
Q1 		$2.66M Sell
20,283
-9
-0% -$1.22K 1.14% 20
2024
Q4 		$2.67M Sell
20,292
-267
-1% -$36.8K 1.08% 15
2024
Q3 		$2.78M Buy
20,559
+40
+0.2% +$5.08K 1.16% 16
2024
Q2 		$2.5M Buy
20,519
+390
+2% +$48.1K 1.1% 18
2024
Q1 		$2.54M Buy
20,129
+372
+2% +$43.8K 1.19% 17
2023
Q4 		$2.25M Buy
19,757
+239
+1% +$25.1K 1.15% 18
2023
Q3 		$1.98M Buy
19,518
+1,240
+7% +$133K 1.16% 21
2023
Q2 		$1.96M Buy
18,278
+359
+2% +$36.1K 1.12% 21
2023
Q1 		$1.81M Buy
17,919
+477
+3% +$48K 1.13% 21
2022
Q4 		$1.71M Buy
17,442
+485
+3% +$46.2K 1.05% 20
2022
Q3 		$1.41M Buy
16,957
+1,558
+10% +$143K 0.91% 24
2022
Q2 		$1.34M Buy
15,399
+1,034
+7% +$97.5K 0.84% 24
2022
Q1 		$1.48M Buy
14,365
+1,206
+9% +$122K 0.77% 26
2021
Q4 		$1.39M Buy
+13,159
New +$1.37M 0.72% 27

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

Zullo Investment Group's XLI Position: Q2 2026 in Review

Zullo Investment Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.1% in Q2 2026, selling an estimated $156K and leaving 20,943 shares worth $3.88M. The position accounts for 1.32% of the portfolio, ranked #14.

Zullo Investment Group first reported a position in XLI in Q4 2021 and has held it in 19 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Zullo Investment Group held 20,943 shares of State Street Industrial Select Sector SPDR ETF worth $3.88M as of Q2 2026.
  • Zullo Investment Group sold 899 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $156K.
  • State Street Industrial Select Sector SPDR ETF made up 1.32% of Zullo Investment Group's portfolio in Q2 2026, its #14 holding.
  • Zullo Investment Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.