Bartlett & Co Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bartlett & Co Wealth 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	$90.1K	Buy	527 +197	+60%	+$33.1K	﹤0.01%	590
2025 Q4	$51.2K	Sell	330 -300	-48%	-$46.2K	﹤0.01%	664
2025 Q3	$97.2K	Sell	630 -25	-4%	-$3.79K	﹤0.01%	562
2025 Q2	$96.6K	Hold	655	–	–	﹤0.01%	550
2025 Q1	$85.9K	Hold	655	–	–	﹤0.01%	567
2024 Q4	$86.3K	Hold	655	–	–	﹤0.01%	560
2024 Q3	$88.7K	Hold	655	–	–	﹤0.01%	562
2024 Q2	$79.8K	Hold	655	–	–	﹤0.01%	583
2024 Q1	$82.5K	Sell	655 -735	-53%	-$86.5K	﹤0.01%	588
2023 Q4	$159K	Buy	1,390 +735	+112%	+$77.1K	﹤0.01%	503
2023 Q3	$66.4K	Hold	655	–	–	﹤0.01%	605
2023 Q2	$70.3K	Hold	655	–	–	﹤0.01%	602
2023 Q1	$66.3K	Sell	655 -149	-19%	-$15K	﹤0.01%	524
2022 Q4	$79K	Sell	804 -414	-34%	-$39.4K	﹤0.01%	505
2022 Q3	$101K	Hold	1,218	–	–	﹤0.01%	452
2022 Q2	$106K	Hold	1,218	–	–	﹤0.01%	455
2022 Q1	$125K	Buy	+1,218	New	+$124K	﹤0.01%	446
2021 Q4	–	Sell	-1,218	Closed	-$119K	–	904
2021 Q3	$119K	Sell	1,218 -100	-8%	-$10.3K	﹤0.01%	394
2021 Q2	$135K	Hold	1,318	–	–	﹤0.01%	369
2021 Q1	$130K	Hold	1,318	–	–	﹤0.01%	379
2020 Q4	$117K	Hold	1,318	–	–	﹤0.01%	390
2020 Q3	$101K	Hold	1,318	–	–	﹤0.01%	382
2020 Q2	$90.5K	Buy	1,318 +663	+101%	+$43K	﹤0.01%	395
2020 Q1	$38.7K	Hold	655	–	–	﹤0.01%	508
2019 Q4	$53.4K	Hold	655	–	–	﹤0.01%	518
2019 Q3	$50.8K	Hold	655	–	–	﹤0.01%	527
2019 Q2	$50.7K	Hold	655	–	–	﹤0.01%	429
2019 Q1	$49.1K	Hold	655	–	–	﹤0.01%	427
2018 Q4	$42.2K	Hold	655	–	–	﹤0.01%	434
2018 Q3	$51.4K	Hold	655	–	–	﹤0.01%	435
2018 Q2	$46.9K	Hold	655	–	–	﹤0.01%	435
2018 Q1	$48.7K	Buy	+655	New	+$50.5K	﹤0.01%	431

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

Bartlett & Co Wealth Management's XLI Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 60% in Q1 2026, buying an estimated $33.1K and bringing the position to 527 shares worth $90.1K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Bartlett & Co Wealth Management first reported a position in XLI in Q1 2018 and has held it in 32 quarters since. The position peaked at $159K in Q4 2023. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Bartlett & Co Wealth Management held 527 shares of State Street Industrial Select Sector SPDR ETF worth $90.1K as of Q1 2026.
Bartlett & Co Wealth Management bought 197 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $33.1K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #590 holding.
Bartlett & Co Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 32 quarters since.
Bartlett & Co Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $159K in Q4 2023.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.