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
2024 Q2	–	Sell	-270,000	Closed	-$34.1M	–	4292
2024 Q1	$34.1M	Sell	270,000 -55,000	-17%	-$6.47M	0.01%	557
2023 Q4	$37.1M	Buy	+325,000	New	+$34.1M	0.01%	576
2019 Q4	–	Sell	-85,000	Closed	-$6.6M	–	5030
2019 Q3	$6.6M	Buy	+85,000	New	+$6.52M	0.01%	1056
2018 Q4	–	Sell	-225,000	Closed	-$17.6M	–	4883
2018 Q3	$17.6M	Sell	225,000 -175,000	-44%	-$13.3M	0.01%	690
2018 Q2	$28.7M	Buy	+400,000	New	+$29.7M	0.02%	502
2015 Q1	–	Sell	-120,000	Closed	-$6.79M	–	4219
2014 Q4	$6.79M	Buy	120,000 +20,000	+20%	+$1.1M	0.01%	921
2014 Q3	$5.32M	Buy	+100,000	New	+$5.37M	0.01%	1060

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 $445B AUM 25.58% 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 $303B AUM 53.02% 1-Year Est. Return

Bank of Montreal's XLI Position: Q1 2026 in Review

Bank of Montreal increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 31% in Q1 2026, buying an estimated $72.4M and bringing the position to 1,829,718 shares worth $296M. The position accounts for 0.11% of the portfolio, ranked #161.

Bank of Montreal first reported a position in XLI in Q2 2013 and has held it in 52 quarters since. 1,560 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Bank of Montreal held 1,829,718 shares of State Street Industrial Select Sector SPDR ETF worth $296M as of Q1 2026.
Bank of Montreal bought 431,305 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $72.4M.
State Street Industrial Select Sector SPDR ETF made up 0.11% of Bank of Montreal's portfolio in Q1 2026, its #161 holding.
Bank of Montreal first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
1,560 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.