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BFSG LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

BFSG LLC’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 		$3.13M Sell
16,896
-106
-0.6% -$18.4K 0.28% 111
2026
Q1 		$2.75M Sell
17,002
-534
-3% -$89.6K 0.26% 113
2025
Q4 		$2.72M Sell
17,536
-24
-0.1% -$3.69K 0.26% 112
2025
Q3 		$2.71M Sell
17,560
-458
-3% -$69.4K 0.26% 114
2025
Q2 		$2.66M Sell
18,018
-1,614
-8% -$220K 0.3% 107
2025
Q1 		$2.57M Sell
19,632
-427
-2% -$57.7K 0.31% 101
2024
Q4 		$2.64M Sell
20,059
-1,942
-9% -$268K 0.31% 104
2024
Q3 		$2.98M Sell
22,001
-2,617
-11% -$333K 0.35% 95
2024
Q2 		$3M Sell
24,618
-359
-1% -$44.2K 0.38% 86
2024
Q1 		$3.15M Buy
24,977
+1,409
+6% +$166K 0.42% 84
2023
Q4 		$2.69M Buy
23,568
+1,064
+5% +$112K 0.39% 83
2023
Q3 		$2.28M Buy
22,504
+6,607
+42% +$707K 0.37% 90
2023
Q2 		$1.71M Buy
15,897
+5,927
+59% +$597K 0.29% 99
2023
Q1 		$1.01M Buy
9,970
+2,175
+28% +$219K 0.19% 126
2022
Q4 		$766K Buy
7,795
+1,885
+32% +$180K 0.15% 133
2022
Q3 		$490K Buy
5,910
+736
+14% +$67.8K 0.1% 141
2022
Q2 		$452K Sell
5,174
-65
-1% -$6.13K 0.08% 157
2022
Q1 		$540K Sell
5,239
-160
-3% -$16.3K 0.09% 154
2021
Q4 		$571K Sell
5,399
-172
-3% -$17.9K 0.08% 173
2021
Q3 		$545K Buy
+5,571
New +$572K 0.08% 175
2021
Q2 		– Sell
-3,651
Closed -$359K – 212
2021
Q1 		$359K Buy
3,651
+485
+15% +$44.4K 0.06% 187
2020
Q4 		$280K Buy
3,166
+140
+5% +$11.8K 0.05% 187
2020
Q3 		$233K Hold
3,026
– – 0.04% 178
2020
Q2 		$208K Buy
+3,026
New +$196K 0.04% 164
2020
Q1 		– Sell
-3,026
Closed -$247K – 195
2019
Q4 		$247K Sell
3,026
-70
-2% -$5.59K 0.05% 184
2019
Q3 		$240K Hold
3,096
– – 0.05% 176
2019
Q2 		$240K Hold
3,096
– – 0.09% 119
2019
Q1 		$232K Sell
3,096
-25
-0.8% -$1.81K 0.09% 124
2018
Q4 		$201K Sell
3,121
-131
-4% -$9.28K 0.09% 92
2018
Q3 		$255K Hold
3,252
– – 0.11% 120
2018
Q2 		$233K Hold
3,252
– – 0.1% 123
2018
Q1 		$242K Buy
3,252
+31
+1% +$2.39K 0.11% 126
2017
Q4 		$244K Hold
3,221
– – 0.1% 132
2017
Q3 		$229K Sell
3,221
-300
-9% -$20.6K 0.1% 131
2017
Q2 		$240K Sell
3,521
-349
-9% -$23.3K 0.12% 101
2017
Q1 		$252K Buy
+3,870
New +$250K 0.13% 91

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BFSG LLC's XLI Position: Q2 2026 in Review

BFSG LLC reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.62% in Q2 2026, selling an estimated $18.4K and leaving 16,896 shares worth $3.13M. The position accounts for 0.28% of the portfolio, ranked #111.

BFSG LLC first reported a position in XLI in Q1 2017 and has held it in 36 quarters since. The position peaked at $3.15M in Q1 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • BFSG LLC held 16,896 shares of State Street Industrial Select Sector SPDR ETF worth $3.13M as of Q2 2026.
  • BFSG LLC sold 106 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $18.4K.
  • State Street Industrial Select Sector SPDR ETF made up 0.28% of BFSG LLC's portfolio in Q2 2026, its #111 holding.
  • BFSG LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and has held it in 36 quarters since.
  • BFSG LLC's State Street Industrial Select Sector SPDR ETF position peaked at $3.15M in Q1 2024.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.