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

Berkeley Capital Partners’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	–	Sell	-7,531	Closed	-$1.17M	–	199
2025 Q4	$1.17M	Buy	+7,531	New	+$1.16M	0.28%	73
2025 Q1	–	Sell	-6,212	Closed	-$818K	–	180
2024 Q4	$818K	Buy	+6,212	New	+$856K	0.23%	90
2023 Q1	–	Sell	-2,384	Closed	-$234K	–	152
2022 Q4	$234K	Buy	+2,384	New	+$227K	0.09%	132
2022 Q2	–	Sell	-2,902	Closed	-$299K	–	164
2022 Q1	$299K	Sell	2,902 -1,875	-39%	-$190K	0.12%	123
2021 Q4	$505K	Buy	4,777 +1,256	+36%	+$130K	0.21%	74
2021 Q3	$344K	Buy	3,521 +950	+37%	+$97.6K	0.16%	92
2021 Q2	$263K	Sell	2,571 -600	-19%	-$61.5K	0.12%	113
2021 Q1	$312K	Buy	+3,171	New	+$290K	0.15%	93
2018 Q2	–	Sell	-9,748	Closed	-$724K	–	122
2018 Q1	$724K	Sell	9,748 -1,030	-10%	-$79.4K	0.42%	54
2017 Q4	$816K	Buy	10,778 +439	+4%	+$31.9K	0.54%	45
2017 Q3	$734K	Buy	10,339 +971	+10%	+$66.8K	0.49%	53
2017 Q2	$638K	Buy	+9,368	New	+$625K	0.43%	55
2016 Q1	–	Sell	-7,819	Closed	-$415K	–	126
2015 Q4	$415K	Buy	+7,819	New	+$420K	0.34%	61

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

Berkeley Capital Partners's XLI Position: Q1 2026 in Review

Berkeley Capital Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 7,531 shares — an estimated $1.17M sold.

Berkeley Capital Partners first reported a position in XLI in Q4 2015 and held it in 13 quarters. The position peaked at $1.17M in Q4 2025. 1,561 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Berkeley Capital Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Berkeley Capital Partners sold 7,531 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.17M.
Berkeley Capital Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and held it in 13 quarters.
Berkeley Capital Partners's State Street Industrial Select Sector SPDR ETF position peaked at $1.17M in Q4 2025.
1,561 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.