State Street Industrial Select Sector SPDR ETF

XLI

Market cap $33.5B

GE Aerospace (NYSE:GE | GE Price Prediction) is having a moment.

AI infrastructure spending, strong defense demand, and rising manufacturing activity have all helped to push the industrials sector higher this year. The benchmark Industrial Select Sector SPDR Fund NYSEARCA: XLI, which tracks a broad index of large S&P companies in the industrials sector, has returned more than 16% year to date (YTD), making it one of the top-performing sector-specific funds over that period.

Celebrate America's 250th birthday with ETFs tied to U.S. manufacturing, AI leadership and defense strength as domestic themes shine.

The top performing sector SPDR's in 2026 were led by the State Street Technology Select Sector SPDR Fund (XLK) with gains of 33% year-to-date, followed by the State Street Energy Select Sector SPDR Fund (XLE) and the State Street Industrial Select Sector SPDR Fund (XLI), which rose 21% and 20% respectively in the first half

In H1 2026, part of my 2026 framework was confirmed: AI‑driven productivity, industrial strength, and utilities' power‑demand tailwinds played out, while the Iran shock created the only major deviation from expectations. However, the macro backdrop is changing: Brent is back in contango, Warsh is firmly higher‑for‑longer, growth and labor remain resilient, and hyperscalers continue pushing toward trillion‑dollar cumulative AI capex.

Industrials and utilities companies are capturing the first dollars of the artificial intelligence spending cycle. That may not be where most investors are currently focused.

A Goldilocks U.S. economy could broaden the market rally. Here are five ETF areas poised to benefit from a decent growth and inflationary scenario.

If you're interested in broad exposure to the Industrials - Broad segment of the equity market, look no further than the State Street Industrial Select Sector SPDR ETF (XLI), a passively managed exchange traded fund launched on December 16, 1998.

Markets are hunting for new leadership as the Big Tech engine sputters, and one Wall Street technician thinks she knows where the baton is being passed.

The “Fab 10” reshapes the AI trade