Ball & Co Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Ball & Co Wealth 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	-20,485	Closed	-$3.18M	–	89
2025 Q4	$3.18M	Buy	20,485 +7,277	+55%	+$1.12M	2.05%	13
2025 Q3	$2.04M	Buy	+13,208	New	+$2M	1.36%	13
2025 Q1	–	Sell	-70,546	Closed	-$8.97M	–	76
2024 Q4	$8.97M	Buy	+70,546	New	+$9.73M	7.14%	5

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

Ball & Co Wealth Management's XLI Position: Q1 2026 in Review

Ball & Co Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 20,485 shares — an estimated $3.18M sold.

Ball & Co Wealth Management first reported a position in XLI in Q4 2024 and held it in 3 quarters. The position peaked at $8.97M in Q4 2024. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Ball & Co Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Ball & Co Wealth Management sold 20,485 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $3.18M.
Ball & Co Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
Ball & Co Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $8.97M in Q4 2024.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.