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XLI icon

Barrett & Company’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Barrett & Company’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 		$29.1K Hold
180
– – 0.01% 347
2025
Q4 		$27.9K Buy
180
+5
+3% +$769 0.01% 357
2025
Q3 		$27K Hold
175
– – 0.01% 368
2025
Q2 		$25.8K Buy
175
+25
+17% +$3.41K 0.01% 381
2025
Q1 		$19.7K Buy
150
+100
+200% +$13.5K 0.01% 377
2024
Q4 		$6.59K Hold
50
– – ﹤0.01% 471
2024
Q3 		$6.77K Buy
+50
New +$6.36K ﹤0.01% 460

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barrett & Company's XLI Position: Q1 2026 in Review

Barrett & Company held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 180 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #347.

Barrett & Company first reported a position in XLI in Q3 2024 and has held it in 7 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Barrett & Company held 180 shares of State Street Industrial Select Sector SPDR ETF worth $29.1K as of Q1 2026.
  • Barrett & Company left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #347 holding.
  • Barrett & Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.