BBR Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

BBR Partners’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	$458K	Hold	2,474	–	–	0.02%	180
2026 Q1	$400K	Sell	2,474 -1,392	-36%	-$234K	0.02%	177
2025 Q4	$600K	Buy	3,866 +1,276	+49%	+$196K	0.03%	148
2025 Q3	$399K	Buy	+2,590	New	+$392K	0.02%	178
2024 Q2	–	Sell	-2,090	Closed	-$263K	–	267
2024 Q1	$263K	Hold	2,090	–	–	0.02%	209
2023 Q4	$238K	Buy	+2,090	New	+$219K	0.02%	159

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

BBR Partners's XLI Position: Q2 2026 in Review

BBR Partners held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 2,474 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #180.

BBR Partners first reported a position in XLI in Q4 2023 and has held it in 6 quarters since. The position peaked at $600K in Q4 2025. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

BBR Partners held 2,474 shares of State Street Industrial Select Sector SPDR ETF worth $458K as of Q2 2026.
BBR Partners left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.02% of BBR Partners's portfolio in Q2 2026, its #180 holding.
BBR Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
BBR Partners's State Street Industrial Select Sector SPDR ETF position peaked at $600K in Q4 2025.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.