Bank of Marin’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bank of Marin’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 Q2	$2.24M	Buy	12,095 +108	+0.9%	+$18.8K	1.56%	16
2026 Q1	$1.94M	Buy	11,987 +708	+6%	+$119K	1.41%	16
2025 Q4	$1.75M	Sell	11,279 -89	-0.8%	-$13.7K	1.21%	20
2025 Q3	$1.75M	Sell	11,368 -552	-5%	-$83.6K	1.24%	19
2025 Q2	$1.76M	Buy	+11,920	New	+$1.63M	1.33%	18
2025 Q1	–	Sell	-12,818	Closed	-$1.69M	–	129
2024 Q4	$1.69M	Buy	12,818 +254	+2%	+$35K	1.34%	19
2024 Q3	$1.7M	Buy	12,564 +486	+4%	+$61.8K	1.37%	21
2024 Q2	$1.47M	Sell	12,078 -240	-2%	-$29.6K	1.27%	22
2024 Q1	$1.55M	Sell	12,318 -127	-1%	-$14.9K	1.36%	20
2023 Q4	$1.42M	Sell	12,445 -692	-5%	-$72.6K	1.27%	19
2023 Q3	$1.33M	Buy	13,137 +128	+1%	+$13.7K	1.3%	21
2023 Q2	$1.4M	Buy	13,009 +122	+0.9%	+$12.3K	1.3%	19
2023 Q1	$1.3M	Buy	12,887 +597	+5%	+$60K	1.25%	20
2022 Q4	$1.21M	Buy	12,290 +24	+0.2%	+$2.29K	1.13%	26
2022 Q3	$1.02M	Sell	12,266 -376	-3%	-$34.6K	1%	30
2022 Q2	$1.1M	Sell	12,642 -202	-2%	-$19K	0.97%	32
2022 Q1	$1.32M	Buy	12,844 +638	+5%	+$64.8K	0.96%	34
2021 Q4	$1.29M	Sell	12,206 -52	-0.4%	-$5.4K	0.86%	39
2021 Q3	$1.2M	Buy	12,258 +27	+0.2%	+$2.77K	0.88%	38
2021 Q2	$1.25M	Buy	12,231 +1,094	+10%	+$112K	0.92%	34
2021 Q1	$1.1M	Sell	11,137 -226	-2%	-$20.7K	0.87%	38
2020 Q4	$1.01M	Sell	11,363 -259	-2%	-$21.8K	0.85%	38
2020 Q3	$895K	Buy	11,622 +54	+0.5%	+$4.04K	0.92%	36
2020 Q2	$795K	Hold	11,568	–	–	0.91%	33
2020 Q1	$683K	Sell	11,568 -154	-1%	-$11.6K	0.93%	34
2019 Q4	$955K	Buy	+11,722	New	+$936K	0.97%	29

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

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

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

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

MIFH

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of Marin's XLI Position: Q2 2026 in Review

Bank of Marin increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.9% in Q2 2026, buying an estimated $18.8K and bringing the position to 12,095 shares worth $2.24M. The position accounts for 1.56% of the portfolio, ranked #16.

Bank of Marin first reported a position in XLI in Q4 2019 and has held it in 26 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Bank of Marin held 12,095 shares of State Street Industrial Select Sector SPDR ETF worth $2.24M as of Q2 2026.
Bank of Marin bought 108 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $18.8K.
State Street Industrial Select Sector SPDR ETF made up 1.56% of Bank of Marin's portfolio in Q2 2026, its #16 holding.
Bank of Marin first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Bank of Marin's 13F filing for Q2 2026, filed 13 Aug 2026.