Beaton Management Company’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Beaton Management 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	$949K	Hold	5,126	–	–	0.39%	67
2026 Q1	$829K	Hold	5,126	–	–	0.37%	71
2025 Q4	$795K	Hold	5,126	–	–	0.35%	73
2025 Q3	$791K	Hold	5,126	–	–	0.36%	70
2025 Q2	$756K	Hold	5,126	–	–	0.37%	70
2025 Q1	$672K	Hold	5,126	–	–	0.35%	73
2024 Q4	$675K	Hold	5,126	–	–	0.34%	76
2024 Q3	$694K	Buy	5,126 +200	+4%	+$25.4K	0.35%	76
2024 Q2	$600K	Buy	4,926 +2,366	+92%	+$292K	0.32%	77
2024 Q1	$322K	Sell	2,560 -100	-4%	-$11.8K	0.18%	109
2023 Q4	$303K	Sell	2,660 -100	-4%	-$10.5K	0.18%	109
2023 Q3	$280K	Hold	2,760	–	–	0.18%	108
2023 Q2	$296K	Hold	2,760	–	–	0.19%	109
2023 Q1	$279K	Sell	2,760 -100	-3%	-$10.1K	0.19%	109
2022 Q4	$281K	Hold	2,860	–	–	0.19%	108
2022 Q3	$237K	Hold	2,860	–	–	0.18%	116
2022 Q2	$250K	Hold	2,860	–	–	0.18%	115
2022 Q1	$295K	Hold	2,860	–	–	0.18%	112
2021 Q4	$303K	Hold	2,860	–	–	0.18%	112
2021 Q3	$280K	Hold	2,860	–	–	0.19%	116
2021 Q2	$293K	Hold	2,860	–	–	0.19%	115
2021 Q1	$282K	Hold	2,860	–	–	0.19%	111
2020 Q4	$253K	Sell	2,860 -90	-3%	-$7.58K	0.19%	112
2020 Q3	$227K	Hold	2,950	–	–	0.19%	109
2020 Q2	$203K	Sell	2,950 -450	-13%	-$29.2K	0.18%	109
2020 Q1	$201K	Hold	3,400	–	–	0.2%	102
2019 Q4	$277K	Sell	3,400 -2,550	-43%	-$204K	0.22%	100
2019 Q3	$462K	Buy	5,950 +200	+3%	+$15.3K	0.37%	76
2019 Q2	$445K	Sell	5,750 -150	-3%	-$11.4K	0.37%	75
2019 Q1	$443K	Hold	5,900	–	–	0.38%	77
2018 Q4	$380K	Sell	5,900 -750	-11%	-$53.1K	0.37%	76
2018 Q3	$521K	Hold	6,650	–	–	0.43%	66
2018 Q2	$476K	Hold	6,650	–	–	0.43%	65
2018 Q1	$494K	Hold	6,650	–	–	0.46%	63
2017 Q4	$503K	Hold	6,650	–	–	0.45%	64
2017 Q3	$472K	Hold	6,650	–	–	0.44%	64
2017 Q2	$453K	Buy	+6,650	New	+$444K	0.45%	63

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

Beaton Management Company's XLI Position: Q2 2026 in Review

Beaton Management Company held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 5,126 shares worth $949K. The position accounts for 0.39% of the portfolio, ranked #67.

Beaton Management Company first reported a position in XLI in Q2 2017 and has held it in 37 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Beaton Management Company held 5,126 shares of State Street Industrial Select Sector SPDR ETF worth $949K as of Q2 2026.
Beaton Management Company left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.39% of Beaton Management Company's portfolio in Q2 2026, its #67 holding.
Beaton Management Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2017 and has held it in 37 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.