Bellevue Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bellevue Asset 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 Q2	$35.6K	Hold	192	–	–	0.02%	208
2026 Q1	$31.1K	Hold	192	–	–	0.02%	211
2025 Q4	$29.8K	Hold	192	–	–	0.01%	208
2025 Q3	$29.6K	Hold	192	–	–	0.01%	207
2025 Q2	$28.3K	Hold	192	–	–	0.01%	209
2025 Q1	$25.2K	Hold	192	–	–	0.01%	216
2024 Q4	$25.3K	Hold	192	–	–	0.01%	217
2024 Q3	$26K	Hold	192	–	–	0.01%	211
2024 Q2	$23.4K	Hold	192	–	–	0.01%	212
2024 Q1	$24.2K	Hold	192	–	–	0.01%	213
2023 Q4	$21.9K	Hold	192	–	–	0.02%	221
2023 Q3	$19.5K	Hold	192	–	–	0.01%	221
2023 Q2	$20.6K	Hold	192	–	–	0.01%	223
2023 Q1	$19.4K	Hold	192	–	–	0.01%	227
2022 Q4	$18.7K	Hold	192	–	–	0.01%	234
2022 Q3	$16K	Hold	192	–	–	0.01%	254
2022 Q2	$17K	Hold	192	–	–	0.01%	256
2022 Q1	$20K	Hold	192	–	–	0.01%	266
2021 Q4	$20K	Hold	192	–	–	0.01%	275
2021 Q3	$19K	Hold	192	–	–	0.01%	290
2021 Q2	$20K	Hold	192	–	–	0.01%	286
2021 Q1	$19K	Hold	192	–	–	0.01%	295
2020 Q4	$17K	Hold	192	–	–	0.01%	300
2020 Q3	$15K	Hold	192	–	–	0.01%	296
2020 Q2	$13K	Hold	192	–	–	0.01%	312
2020 Q1	$12K	Hold	192	–	–	0.01%	321
2019 Q4	$16K	Buy	+192	New	+$15.3K	0.01%	276

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

Bellevue Asset Management's XLI Position: Q2 2026 in Review

Bellevue Asset Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 192 shares worth $35.6K. The position accounts for 0.02% of the portfolio, ranked #208.

Bellevue Asset Management first reported a position in XLI in Q4 2019 and has held it in 27 quarters since. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Bellevue Asset Management held 192 shares of State Street Industrial Select Sector SPDR ETF worth $35.6K as of Q2 2026.
Bellevue Asset Management 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 Bellevue Asset Management's portfolio in Q2 2026, its #208 holding.
Bellevue Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.