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

Bank of Montreal’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	–	Sell	-705,000	Closed	-$114M	–	4078
2026 Q1	$114M	Sell	705,000 -42,000,000	-98%	-$7.05B	0.04%	341
2025 Q4	$6.62B	Buy	+42,705,000	New	+$6.57B	2.29%	6
2022 Q2	–	Sell	-50,000	Closed	-$5.23M	–	4500
2022 Q1	$5.23M	Buy	+50,000	New	+$5.08M	﹤0.01%	1461
2020 Q4	–	Sell	-200	Closed	-$16K	–	5137
2020 Q3	$16K	Sell	200 -49,700	-100%	-$3.72M	﹤0.01%	3931
2020 Q2	$3.35M	Buy	+49,900	New	+$3.24M	﹤0.01%	1366
2020 Q1	–	Sell	-650,000	Closed	-$53M	–	4790
2019 Q4	$53M	Buy	650,000 +35,000	+6%	+$2.79M	0.04%	382
2019 Q3	$47.7M	Buy	615,000 +265,000	+76%	+$20.3M	0.04%	373
2019 Q2	$27.1M	Buy	+350,000	New	+$26.6M	0.02%	533
2014 Q4	–	Sell	-70,000	Closed	-$3.72M	–	4193
2014 Q3	$3.72M	Buy	70,000 +35,000	+100%	+$1.88M	﹤0.01%	1196
2014 Q2	$1.89M	Buy	+35,000	New	+$1.87M	﹤0.01%	1479

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 Montreal's XLI Position: Q2 2026 in Review

Bank of Montreal reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3% in Q2 2026, selling an estimated $9.4M and leaving 1,775,629 shares worth $329M. The position accounts for 0.11% of the portfolio, ranked #150.

Bank of Montreal first reported a position in XLI in Q2 2013 and has held it in 53 quarters since. 1,661 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Bank of Montreal held 1,775,629 shares of State Street Industrial Select Sector SPDR ETF worth $329M as of Q2 2026.
Bank of Montreal sold 54,089 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $9.4M.
State Street Industrial Select Sector SPDR ETF made up 0.11% of Bank of Montreal's portfolio in Q2 2026, its #150 holding.
Bank of Montreal first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
1,661 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.