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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Zullo Investment Group's XLI Position: Q1 2026 in Review

Zullo Investment Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.9% in Q1 2026, buying an estimated $139K and bringing the position to 21,842 shares worth $3.53M. The position accounts for 1.34% of the portfolio, ranked #15.

Zullo Investment Group first reported a position in XLI in Q4 2021 and has held it in 18 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Zullo Investment Group held 21,842 shares of State Street Industrial Select Sector SPDR ETF worth $3.53M as of Q1 2026.
  • Zullo Investment Group bought 828 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $139K.
  • State Street Industrial Select Sector SPDR ETF made up 1.34% of Zullo Investment Group's portfolio in Q1 2026, its #15 holding.
  • Zullo Investment Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.