1832 Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

1832 Asset 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 Q1	–	Sell	-222,015	Closed	-$34.4M	–	753
2025 Q4	$34.4M	Sell	222,015 -4,434	-2%	-$682K	0.03%	254
2025 Q3	$34.9M	Sell	226,449 -2,417	-1%	-$366K	0.03%	227
2025 Q2	$33.8M	Buy	228,866 +2,191	+1%	+$299K	0.03%	234
2025 Q1	$29.7M	Sell	226,675 -63,531	-22%	-$8.58M	0.03%	250
2024 Q4	$38.2M	Buy	290,206 +276,071	+1,953%	+$38.1M	0.03%	212
2024 Q3	$1.91M	Hold	14,135	–	–	﹤0.01%	537
2024 Q2	$1.72M	Hold	14,135	–	–	﹤0.01%	521
2024 Q1	$1.78M	Sell	14,135 -257,285	-95%	-$30.3M	﹤0.01%	524
2023 Q4	$30.9M	Sell	271,420 -11,144	-4%	-$1.17M	0.04%	218
2023 Q3	$28.6M	Sell	282,564 -7,414	-3%	-$794K	0.04%	216
2023 Q2	$31.1M	Buy	289,978 +10,551	+4%	+$1.06M	0.04%	223
2023 Q1	$28.3M	Sell	279,427 -23,564	-8%	-$2.37M	0.04%	236
2022 Q4	$29.8M	Sell	302,991 -28,975	-9%	-$2.76M	0.05%	249
2022 Q3	$27.5M	Hold	331,966	–	–	0.05%	249
2022 Q2	$29M	Sell	331,966 -275,505	-45%	-$26M	0.05%	236
2022 Q1	$61.7M	Buy	607,471 +599,326	+7,358%	+$60.9M	0.09%	184
2021 Q4	$4.46M	Buy	8,145 +2,475	+44%	+$257K	0.01%	371
2021 Q3	$3.02M	Buy	5,670 +1,000	+21%	+$103K	0.01%	419
2021 Q2	$2.6M	Buy	4,670 +1,300	+39%	+$133K	0.01%	409
2021 Q1	$1.7M	Buy	3,370 +1,370	+69%	+$125K	﹤0.01%	412
2020 Q4	$858K	Buy	2,000 +1,800	+900%	+$152K	﹤0.01%	500
2020 Q3	$15K	Sell	200 -7,185	-97%	-$537K	﹤0.01%	634
2020 Q2	$509K	Buy	7,385 +6,385	+639%	+$414K	﹤0.01%	484
2020 Q1	$59K	Sell	1,000 -15,528	-94%	-$1.17M	﹤0.01%	583
2019 Q4	$1.35M	Sell	16,528 -116	-0.7%	-$9.26K	﹤0.01%	408
2019 Q3	$1.29M	Sell	16,644 -16,937	-50%	-$1.3M	﹤0.01%	414
2019 Q2	$2.58M	Buy	33,581 +2,773	+9%	+$211K	0.01%	384
2019 Q1	$2.3M	Buy	+30,808	New	+$2.23M	0.01%	334
2018 Q2	–	Sell	-58,714	Closed	-$4.38M	–	737
2018 Q1	$4.38M	Buy	+58,714	New	+$4.52M	0.02%	299
2017 Q4	–	Sell	-99,557	Closed	-$6.85M	–	747
2017 Q3	$6.85M	Sell	99,557 -10,728	-10%	-$738K	0.02%	263
2017 Q2	$7.52M	Sell	110,285 -15,967	-13%	-$1.07M	0.03%	276
2017 Q1	$8.23M	Buy	+126,252	New	+$8.16M	0.03%	273
2016 Q1	–	Sell	-100	Closed	-$5K	–	702
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	600
2015 Q3	$5K	Hold	100	–	–	﹤0.01%	582
2015 Q2	$5K	Buy	+100	New	+$5.61K	﹤0.01%	618
2013 Q4	–	Sell	-5,300	Closed	-$239K	–	465
2013 Q3	$239K	Buy	+5,300	New	+$240K	﹤0.01%	368

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

1832 Asset Management's XLI Position: Q1 2026 in Review

1832 Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 222,015 shares — an estimated $34.4M sold.

1832 Asset Management first reported a position in XLI in Q3 2013 and held it in 36 quarters. The position peaked at $61.7M in Q1 2022. 1,561 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

1832 Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
1832 Asset Management sold 222,015 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $34.4M.
1832 Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and held it in 36 quarters.
1832 Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $61.7M in Q1 2022.
1,561 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.