Bedell Frazier Investment Counselling’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bedell Frazier Investment Counselling’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	$3.41M	Buy	21,109 +52	+0.2%	+$8.73K	0.69%	46
2025 Q4	$3.27M	Sell	21,057 -60	-0.3%	-$9.23K	0.63%	49
2025 Q3	$3.26M	Buy	21,117 +12,357	+141%	+$1.87M	0.67%	49
2025 Q2	$1.29M	Sell	8,760 -2,340	-21%	-$319K	0.33%	57
2025 Q1	$1.45M	Sell	11,100 -4,157	-27%	-$562K	0.37%	54
2024 Q4	$2.01M	Sell	15,257 -439	-3%	-$60.5K	0.5%	47
2024 Q3	$2.13M	Sell	15,696 -1,050	-6%	-$133K	0.51%	42
2024 Q2	$2.04M	Buy	16,746 +695	+4%	+$85.7K	0.49%	48
2024 Q1	$2.02M	Sell	16,051 -485	-3%	-$57.1K	0.51%	49
2023 Q4	$1.88M	Sell	16,536 -940	-5%	-$98.7K	0.52%	46
2023 Q3	$1.77M	Sell	17,476 -300	-2%	-$32.1K	0.53%	41
2023 Q2	$1.91M	Buy	17,776 +11,841	+200%	+$1.19M	0.56%	39
2023 Q1	$601K	Sell	5,935 -315	-5%	-$31.7K	0.18%	63
2022 Q4	$614K	Buy	+6,250	New	+$595K	0.16%	69
2022 Q2	–	Sell	-3,416	Closed	-$352K	–	92
2022 Q1	$352K	Sell	3,416 -4,863	-59%	-$494K	0.09%	76
2021 Q4	$876K	Buy	8,279 +6,099	+280%	+$634K	0.21%	60
2021 Q3	$213K	Buy	+2,180	New	+$224K	0.06%	89
2019 Q2	–	Sell	-25,704	Closed	-$1.93M	–	64
2019 Q1	$1.93M	Buy	25,704 +3,085	+14%	+$223K	0.76%	35
2018 Q4	$1.46M	Buy	22,619 +17,000	+303%	+$1.2M	0.62%	33
2018 Q3	$441K	Buy	5,619 +1,365	+32%	+$104K	0.12%	49
2018 Q2	$305K	Buy	+4,254	New	+$315K	0.09%	48

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 $445B AUM 25.58% 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 $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bedell Frazier Investment Counselling's XLI Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.25% in Q1 2026, buying an estimated $8.73K and bringing the position to 21,109 shares worth $3.41M. The position accounts for 0.69% of the portfolio, ranked #46.

Bedell Frazier Investment Counselling first reported a position in XLI in Q2 2018 and has held it in 21 quarters since. 1,560 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Bedell Frazier Investment Counselling held 21,109 shares of State Street Industrial Select Sector SPDR ETF worth $3.41M as of Q1 2026.
Bedell Frazier Investment Counselling bought 52 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $8.73K.
State Street Industrial Select Sector SPDR ETF made up 0.69% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #46 holding.
Bedell Frazier Investment Counselling first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2018 and has held it in 21 quarters since.
1,560 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.