That not only confirms  the fact that some investors have looked to industrial stocks as strong seasonal plays, but those inflow to XLI allowed the ETF to become the third-largest U.S. sector ETF, trailing only the SPDR financial services and technology equivalents. [Industrial ETFs: November Strong]

S&P Capital IQ also four-star ratings on Honeywell, Emerson Electric (NYSE: EMR) and United Parcel Service (NYSE: UPS). Those stocks combine for nearly 11% of XLI’s weight.

Industrial Select Sector SPDR

 

Tom Lydon’s clients own shares of GE.