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

Belmont Capital’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
2025 Q2	$716K	Hold	4,852	–	–	0.11%	53
2025 Q1	$636K	Hold	4,852	–	–	0.11%	51
2024 Q4	$639K	Buy	4,852 +264	+6%	+$36.4K	0.1%	46
2024 Q3	$621K	Hold	4,588	–	–	0.1%	58
2024 Q2	$559K	Hold	4,588	–	–	0.1%	70
2024 Q1	$578K	Hold	4,588	–	–	0.16%	48
2023 Q4	$523K	Buy	4,588 +4,500	+5,114%	+$472K	0.22%	44
2023 Q3	$8.92K	Hold	88	–	–	﹤0.01%	144
2023 Q2	$9.44K	Hold	88	–	–	0.01%	145
2023 Q1	$8.9K	Buy	+88	New	+$8.85K	0.01%	104

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Belmont Capital's XLI Position: Q2 2025 in Review

Belmont Capital held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2025 at 4,852 shares worth $716K. The position accounts for 0.11% of the portfolio, ranked #53.

Belmont Capital first reported a position in XLI in Q1 2023 and has held it in 10 quarters since. 1,386 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Belmont Capital held 4,852 shares of State Street Industrial Select Sector SPDR ETF worth $716K as of Q2 2025.
Belmont Capital left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2025.
State Street Industrial Select Sector SPDR ETF made up 0.11% of Belmont Capital's portfolio in Q2 2025, its #53 holding.
Belmont Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 10 quarters since.
1,386 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.