Beaumont Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Beaumont Capital 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	$5.45M	Sell	33,726 -5,948	-15%	-$998K	6.73%	6
2025 Q4	$6.15M	Sell	39,674 -999	-2%	-$154K	7.59%	1
2025 Q3	$6.27M	Sell	40,673 -1,565	-4%	-$237K	4.16%	3
2025 Q2	$6.23M	Buy	42,238 +2,850	+7%	+$389K	4.26%	5
2025 Q1	$5.16M	Sell	39,388 -3,899	-9%	-$527K	3.8%	7
2024 Q4	$5.7M	Buy	43,287 +6,875	+19%	+$948K	4.4%	7
2024 Q3	$4.93M	Buy	36,412 +3,457	+10%	+$439K	3.62%	11
2024 Q2	$4.02M	Sell	32,955 -962	-3%	-$119K	3.14%	14
2024 Q1	$4.27M	Sell	33,917 -5,300	-14%	-$624K	3.14%	12
2023 Q4	$4.47M	Sell	39,217 -68,630	-64%	-$7.2M	3.39%	11
2023 Q3	$10.9M	Sell	107,847 -1,259	-1%	-$135K	7.88%	5
2023 Q2	$11.7M	Buy	109,106 +18,191	+20%	+$1.83M	8.13%	4
2023 Q1	$9.2M	Buy	90,915 +6,974	+8%	+$701K	6.39%	5
2022 Q4	$8.24M	Buy	+83,941	New	+$7.99M	5.81%	5
2022 Q2	–	Sell	-67,892	Closed	-$6.99M	–	43
2022 Q1	$6.99M	Buy	+67,892	New	+$6.9M	4.5%	8
2021 Q4	–	Sell	-2,087	Closed	-$204K	–	52
2021 Q3	$204K	Buy	+2,087	New	+$214K	0.17%	38

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

Beaumont Capital Management's XLI Position: Q1 2026 in Review

Beaumont Capital Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 15% in Q1 2026, selling an estimated $998K and leaving 33,726 shares worth $5.45M. The position accounts for 6.73% of the portfolio, ranked #6.

Beaumont Capital Management first reported a position in XLI in Q3 2021 and has held it in 16 quarters since. The position peaked at $11.7M in Q2 2023. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Beaumont Capital Management held 33,726 shares of State Street Industrial Select Sector SPDR ETF worth $5.45M as of Q1 2026.
Beaumont Capital Management sold 5,948 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $998K.
State Street Industrial Select Sector SPDR ETF made up 6.73% of Beaumont Capital Management's portfolio in Q1 2026, its #6 holding.
Beaumont Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and has held it in 16 quarters since.
Beaumont Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $11.7M in Q2 2023.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.