Barometer Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Barometer Capital 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	-3,500	Closed	-$227K	–	181
2025 Q4	$227K	Buy	3,500 +2,700	+338%	+$415K	0.05%	129
2025 Q3	$123K	Sell	800 -3,000	-79%	-$454K	0.03%	166
2025 Q2	$561K	Buy	+3,800	New	+$518K	0.15%	74
2024 Q2	–	Sell	-430	Closed	-$52.3K	–	239
2024 Q1	$52.3K	Sell	430 -50	-10%	-$5.88K	0.01%	165
2023 Q4	$54.7K	Sell	480 -4,900	-91%	-$514K	0.02%	174
2023 Q3	$545K	Sell	5,380 -1,500	-22%	-$161K	0.17%	76
2023 Q2	$738K	Sell	6,880 -245	-3%	-$24.7K	0.2%	79
2023 Q1	$721K	Buy	7,125 +925	+15%	+$93K	0.19%	84
2022 Q4	$609K	Buy	+6,200	New	+$590K	0.18%	81
2021 Q4	–	Sell	-24,900	Closed	-$2.44M	–	159
2021 Q3	$2.44M	Buy	24,900 +10,000	+67%	+$1.03M	0.47%	54
2021 Q2	$1.53M	Buy	14,900 +2,800	+23%	+$287K	0.29%	66
2021 Q1	$1.19M	Sell	12,100 -5,500	-31%	-$504K	0.2%	80
2020 Q4	$1.56M	Buy	+17,600	New	+$1.48M	0.29%	73
2020 Q2	–	Sell	-164,630	Closed	-$9.71M	–	154
2020 Q1	$9.71M	Buy	+164,630	New	+$12.4M	2.89%	13
2016 Q4	–	Sell	-15,200	Closed	-$887K	–	183
2016 Q3	$887K	Sell	15,200 -26,400	-63%	-$1.53M	0.1%	104
2016 Q2	$2.33M	Buy	41,600 +3,600	+9%	+$201K	0.23%	76
2016 Q1	$2.11M	Buy	+38,000	New	+$1.96M	0.21%	74

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

Barometer Capital Management's XLI Position: Q1 2026 in Review

Barometer Capital Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 3,500 shares — an estimated $227K sold.

Barometer Capital Management first reported a position in XLI in Q1 2016 and held it in 17 quarters. The position peaked at $9.71M in Q1 2020. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Barometer Capital Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Barometer Capital Management sold 3,500 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $227K.
Barometer Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2016 and held it in 17 quarters.
Barometer Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $9.71M in Q1 2020.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Barometer Capital Management's 13F filing for Q1 2026, filed 12 May 2026.