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Birchcreek Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Birchcreek Wealth 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 		$231K Hold
1,431
– – 0.11% 110
2025
Q4 		$222K Sell
1,431
-4
-0.3% -$615 0.11% 110
2025
Q3 		$221K Sell
1,435
-34
-2% -$5.15K 0.11% 109
2025
Q2 		$217K Sell
1,469
-238
-14% -$32.5K 0.12% 110
2025
Q1 		$224K Sell
1,707
-40
-2% -$5.41K 0.14% 105
2024
Q4 		$230K Sell
1,747
-291
-14% -$40.1K 0.14% 104
2024
Q3 		$276K Sell
2,038
-10,302
-83% -$1.31M 0.18% 95
2024
Q2 		$1.5M Sell
12,340
-2,687
-18% -$331K 0.85% 24
2024
Q1 		$1.89M Buy
15,027
+84
+0.6% +$9.88K 1% 22
2023
Q4 		$1.7M Buy
14,943
+1,692
+13% +$178K 1.02% 23
2023
Q3 		$1.34M Buy
13,251
+4,145
+46% +$444K 0.91% 29
2023
Q2 		$977K Buy
9,106
+4,270
+88% +$430K 0.68% 43
2023
Q1 		$489K Buy
4,836
+2,465
+104% +$248K 0.39% 67
2022
Q4 		$233K Sell
2,371
-810
-25% -$77.1K 0.21% 114
2022
Q3 		$264K Buy
+3,181
New +$293K 0.24% 95
2022
Q2 		– Sell
-2,171
Closed -$224K – 123
2022
Q1 		$224K Sell
2,171
-20
-0.9% -$2.03K 0.2% 104
2021
Q4 		$232K Sell
2,191
-90
-4% -$9.35K 0.2% 107
2021
Q3 		$223K Sell
2,281
-45
-2% -$4.62K 0.21% 109
2021
Q2 		$238K Hold
2,326
– – 0.23% 104
2021
Q1 		$229K Sell
2,326
-55
-2% -$5.04K 0.24% 99
2020
Q4 		$210K Buy
+2,381
New +$201K 0.21% 95

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Birchcreek Wealth Management's XLI Position: Q1 2026 in Review

Birchcreek Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 1,431 shares worth $231K. The position accounts for 0.11% of the portfolio, ranked #110.

Birchcreek Wealth Management first reported a position in XLI in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.89M in Q1 2024. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Birchcreek Wealth Management held 1,431 shares of State Street Industrial Select Sector SPDR ETF worth $231K as of Q1 2026.
  • Birchcreek Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.11% of Birchcreek Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Birchcreek Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
  • Birchcreek Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.89M in Q1 2024.
  • 1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.