Berkshire Money Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Berkshire Money 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 Q1	–	Sell	-2,864	Closed	-$444K	–	135
2025 Q4	$444K	Buy	+2,864	New	+$441K	0.04%	75
2025 Q3	–	Sell	-1,272	Closed	-$188K	–	155
2025 Q2	$188K	Buy	+1,272	New	+$174K	0.02%	107
2020 Q2	–	Sell	-1,194	Closed	-$70K	–	86
2020 Q1	$70K	Buy	+1,194	New	+$90K	0.02%	51

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 $11.5B AUM 52.5% 1-Year Est. Return

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

Berkshire Money Management's XLI Position: Q1 2026 in Review

Berkshire Money Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 2,864 shares — an estimated $444K sold.

Berkshire Money Management first reported a position in XLI in Q1 2020 and held it in 3 quarters. The position peaked at $444K in Q4 2025. 1,560 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Berkshire Money Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 2,864 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $444K.
Berkshire Money Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and held it in 3 quarters.
Berkshire Money Management's State Street Industrial Select Sector SPDR ETF position peaked at $444K in Q4 2025.
1,560 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.