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

Berbice 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 Q2	$18.5K	Sell	100 -3,100	-97%	-$539K	0.01%	81
2026 Q1	$518K	Buy	3,200 +100	+3%	+$16.8K	0.34%	35
2025 Q4	$481K	Hold	3,100	–	–	0.29%	34
2025 Q3	$478K	Buy	3,100 +300	+11%	+$45.4K	0.29%	34
2025 Q2	$413K	Buy	2,800 +300	+12%	+$40.9K	0.29%	36
2025 Q1	$328K	Hold	2,500	–	–	0.28%	36
2024 Q4	$329K	Buy	+2,500	New	+$345K	0.26%	39

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

Berbice Capital Management's XLI Position: Q2 2026 in Review

Berbice Capital Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 97% in Q2 2026, selling an estimated $539K and leaving 100 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #81.

Berbice Capital Management first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $518K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Berbice Capital Management held 100 shares of State Street Industrial Select Sector SPDR ETF worth $18.5K as of Q2 2026.
Berbice Capital Management sold 3,100 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $539K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Berbice Capital Management's portfolio in Q2 2026, its #81 holding.
Berbice Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Berbice Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $518K in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.