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 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 $1.37T 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

BBR Partners's XLI Position: Q1 2026 in Review

BBR Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 36% in Q1 2026, selling an estimated $234K and leaving 2,474 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #177.

BBR Partners first reported a position in XLI in Q4 2023 and has held it in 5 quarters since. The position peaked at $600K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

BBR Partners held 2,474 shares of State Street Industrial Select Sector SPDR ETF worth $400K as of Q1 2026.
BBR Partners sold 1,392 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $234K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of BBR Partners's portfolio in Q1 2026, its #177 holding.
BBR Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
BBR Partners's State Street Industrial Select Sector SPDR ETF position peaked at $600K in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.