Anchor Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Anchor Investment 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	$68.9K	Hold	426	–	–	0.01%	542
2025 Q4	$66.1K	Hold	426	–	–	0.01%	554
2025 Q3	$65.7K	Hold	426	–	–	0.01%	550
2025 Q2	$62.8K	Hold	426	–	–	0.01%	550
2025 Q1	$55.8K	Hold	426	–	–	0.01%	552
2024 Q4	$56.1K	Buy	426 +38	+10%	+$5.24K	0.01%	554
2024 Q3	$52.6K	Hold	388	–	–	0.01%	559
2024 Q2	$47.3K	Hold	388	–	–	﹤0.01%	528
2024 Q1	$48.9K	Buy	388 +63	+19%	+$7.41K	0.01%	539
2023 Q4	$37K	Sell	325 -298	-48%	-$31.3K	﹤0.01%	562
2023 Q3	$63.2K	Hold	623	–	–	0.01%	477
2023 Q2	$66.9K	Sell	623 -58	-9%	-$5.84K	0.01%	465
2023 Q1	$68.9K	Hold	681	–	–	0.01%	485
2022 Q4	$66.9K	Hold	681	–	–	0.01%	477
2022 Q3	$56.4K	Hold	681	–	–	0.01%	488
2022 Q2	$59.5K	Hold	681	–	–	0.01%	512
2022 Q1	$70.1K	Sell	681 -40	-6%	-$4.06K	0.01%	510
2021 Q4	$76.3K	Buy	721 +40	+6%	+$4.16K	0.01%	507
2021 Q3	$66.6K	Hold	681	–	–	0.01%	488
2021 Q2	$69.7K	Hold	681	–	–	0.01%	490
2021 Q1	$67K	Hold	681	–	–	0.01%	479
2020 Q4	$60.3K	Hold	681	–	–	0.01%	441
2020 Q3	$52.4K	Hold	681	–	–	0.01%	431
2020 Q2	$46.8K	Hold	681	–	–	0.01%	442
2020 Q1	$40.2K	Hold	681	–	–	0.01%	460
2019 Q4	$55.5K	Hold	681	–	–	0.01%	444
2019 Q3	$52.9K	Hold	681	–	–	0.01%	446
2019 Q2	$52.7K	Buy	681 +654	+2,422%	+$49.7K	0.01%	445
2019 Q1	$2.03K	Hold	27	–	–	﹤0.01%	745
2018 Q4	$1.74K	Hold	27	–	–	﹤0.01%	770
2018 Q3	$2.12K	Hold	27	–	–	﹤0.01%	775
2018 Q2	$1.93K	Hold	27	–	–	﹤0.01%	794
2018 Q1	$2.01K	Hold	27	–	–	﹤0.01%	764
2017 Q4	$2.04K	Buy	+27	New	+$1.97K	﹤0.01%	764

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

Anchor Investment Management's XLI Position: Q1 2026 in Review

Anchor Investment Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 426 shares worth $68.9K. The position accounts for 0.01% of the portfolio, ranked #542.

Anchor Investment Management first reported a position in XLI in Q4 2017 and has held it in 34 quarters since. The position peaked at $76.3K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Anchor Investment Management held 426 shares of State Street Industrial Select Sector SPDR ETF worth $68.9K as of Q1 2026.
Anchor Investment Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #542 holding.
Anchor Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
Anchor Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $76.3K in Q4 2021.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.