Blue Chip Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Blue Chip 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 Q2	$1.58M	Buy	8,522 +618	+8%	+$107K	0.1%	80
2026 Q1	$1.28M	Sell	7,904 -1,258	-14%	-$211K	0.09%	74
2025 Q4	$1.42M	Buy	9,162 +1,305	+17%	+$201K	0.1%	73
2025 Q3	$1.21M	Sell	7,857 -658	-8%	-$99.7K	0.09%	74
2025 Q2	$1.26M	Sell	8,515 -889	-9%	-$121K	0.1%	72
2025 Q1	$1.23M	Sell	9,404 -7,956	-46%	-$1.08M	0.11%	77
2024 Q4	$2.29M	Buy	17,360 +3,751	+28%	+$517K	0.2%	58
2024 Q3	$1.84M	Buy	13,609 +6,002	+79%	+$763K	0.16%	60
2024 Q2	$927K	Buy	7,607 +22	+0.3%	+$2.71K	0.09%	78
2024 Q1	$955K	Sell	7,585 -2,454	-24%	-$289K	0.09%	77
2023 Q4	$1.14M	Sell	10,039 -52	-0.5%	-$5.46K	0.12%	68
2023 Q3	$1.02M	Sell	10,091 -416	-4%	-$44.5K	0.12%	67
2023 Q2	$1.13M	Sell	10,507 -1,432	-12%	-$144K	0.13%	76
2023 Q1	$1.21M	Sell	11,939 -1,084	-8%	-$109K	0.14%	72
2022 Q4	$1.28M	Buy	+13,023	New	+$1.24M	0.16%	68
2022 Q2	–	Sell	-2,314	Closed	-$238K	–	182
2022 Q1	$238K	Sell	2,314 -132	-5%	-$13.4K	0.03%	130
2021 Q4	$259K	Buy	2,446 +1,190	+95%	+$124K	0.03%	124
2021 Q3	$123K	Buy	1,256 +4	+0.3%	+$411	0.02%	151
2021 Q2	$128K	Buy	1,252 +4	+0.3%	+$410	0.02%	144
2021 Q1	$123K	Buy	+1,248	New	+$114K	0.02%	143
2019 Q1	–	Sell	-25,170	Closed	-$1.62M	–	143
2018 Q4	$1.62M	Buy	+25,170	New	+$1.78M	0.41%	59

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

Blue Chip Partners's XLI Position: Q2 2026 in Review

Blue Chip Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.8% in Q2 2026, buying an estimated $107K and bringing the position to 8,522 shares worth $1.58M. The position accounts for 0.1% of the portfolio, ranked #80.

Blue Chip Partners first reported a position in XLI in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.29M in Q4 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Blue Chip Partners held 8,522 shares of State Street Industrial Select Sector SPDR ETF worth $1.58M as of Q2 2026.
Blue Chip Partners bought 618 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $107K.
State Street Industrial Select Sector SPDR ETF made up 0.1% of Blue Chip Partners's portfolio in Q2 2026, its #80 holding.
Blue Chip Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 21 quarters since.
Blue Chip Partners's State Street Industrial Select Sector SPDR ETF position peaked at $2.29M in Q4 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.