Analyst IMS Investment Management Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Analyst IMS Investment Management Services’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	$2.94M	Hold	18,200	–	–	0.09%	50
2025 Q4	$2.82M	Hold	18,200	–	–	0.08%	53
2025 Q3	$2.81M	Hold	18,200	–	–	0.09%	52
2025 Q2	$2.69M	Hold	18,200	–	–	0.09%	54
2025 Q1	$2.38M	Hold	18,200	–	–	0.09%	54
2024 Q4	$2.4M	Hold	18,200	–	–	0.09%	55
2024 Q3	$2.46M	Hold	18,200	–	–	0.09%	46
2024 Q2	$2.22M	Hold	18,200	–	–	0.09%	45
2024 Q1	$2.29M	Hold	18,200	–	–	0.1%	42
2023 Q4	$2.08M	Hold	18,200	–	–	0.11%	42
2023 Q3	$1.85M	Hold	18,200	–	–	0.12%	34
2023 Q2	$1.94M	Hold	18,200	–	–	0.13%	34
2023 Q1	$1.82M	Hold	18,200	–	–	0.14%	32
2022 Q4	$1.79M	Hold	18,200	–	–	0.15%	33
2022 Q3	$1.53M	Hold	18,200	–	–	0.15%	36
2022 Q2	$1.59M	Buy	18,200 +16,078	+758%	+$1.52M	0.15%	41
2022 Q1	$219K	Buy	2,122 +147	+7%	+$14.9K	0.02%	100
2021 Q4	$208K	Buy	+1,975	New	+$205K	0.02%	104
2019 Q3	–	Sell	-14,096	Closed	-$1.09M	–	95
2019 Q2	$1.09M	Hold	14,096	–	–	0.33%	50
2019 Q1	$1.06M	Sell	14,096 -177	-1%	-$12.8K	0.33%	52
2018 Q4	$919	Buy	14,273 +75	+0.5%	+$5.32K	0.15%	55
2018 Q3	$1.11K	Sell	14,198 -75	-0.5%	-$5.71K	0.18%	54
2018 Q2	$1.02M	Sell	14,273 -420	-3%	-$31.1K	0.31%	55
2018 Q1	$1.09M	Sell	14,693 -1,100	-7%	-$84.8K	0.34%	54
2017 Q4	$1.2M	Hold	15,793	–	–	0.37%	56
2017 Q3	$1.12M	Sell	15,793 -502	-3%	-$34.5K	0.37%	57
2017 Q2	$1.11M	Sell	16,295 -1,350	-8%	-$90.1K	0.4%	59
2017 Q1	$1.15M	Sell	17,645 -168	-0.9%	-$10.9K	0.45%	50
2016 Q4	$1.11M	Sell	17,813 -1,550	-8%	-$93.4K	0.48%	50
2016 Q3	$1.13M	Sell	19,363 -3,009	-13%	-$175K	0.48%	49
2016 Q2	$1.25M	Sell	22,372 -447	-2%	-$24.9K	0.53%	43
2016 Q1	$1.26M	Sell	22,819 -13,088	-36%	-$677K	0.54%	47
2015 Q4	$1.9M	Buy	35,907 +323	+0.9%	+$17.3K	0.79%	35
2015 Q3	$1.77M	Buy	35,584 +850	+2%	+$44.8K	0.75%	37
2015 Q2	$1.88M	Sell	34,734 -10,184	-23%	-$571K	0.73%	42
2015 Q1	$2.51M	Sell	44,918 -9,917	-18%	-$558K	0.97%	31
2014 Q4	$3.1M	Buy	+54,835	New	+$3.01M	1.19%	21

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Analyst IMS Investment Management Services's XLI Position: Q1 2026 in Review

Analyst IMS Investment Management Services held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 18,200 shares worth $2.94M. The position accounts for 0.09% of the portfolio, ranked #50.

Analyst IMS Investment Management Services first reported a position in XLI in Q4 2014 and has held it in 37 quarters since. The position peaked at $3.1M in Q4 2014. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Analyst IMS Investment Management Services held 18,200 shares of State Street Industrial Select Sector SPDR ETF worth $2.94M as of Q1 2026.
Analyst IMS Investment Management Services left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #50 holding.
Analyst IMS Investment Management Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and has held it in 37 quarters since.
Analyst IMS Investment Management Services's State Street Industrial Select Sector SPDR ETF position peaked at $3.1M in Q4 2014.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.