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 Q2	$40.8K	Buy	220 +40	+22%	+$6.95K	0.01%	339
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 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

Barrett & Company's XLI Position: Q2 2026 in Review

Barrett & Company increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 22% in Q2 2026, buying an estimated $6.95K and bringing the position to 220 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #339.

Barrett & Company first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Barrett & Company held 220 shares of State Street Industrial Select Sector SPDR ETF worth $40.8K as of Q2 2026.
Barrett & Company bought 40 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.95K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #339 holding.
Barrett & Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.