Bradley Foster & Sargent’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bradley Foster & Sargent’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	$1.35M	Sell	7,272 -14	-0.2%	-$2.43K	0.02%	275
2026 Q1	$1.18M	Buy	7,286 +25	+0.3%	+$4.2K	0.02%	277
2025 Q4	$1.13M	Buy	7,261 +474	+7%	+$72.9K	0.02%	279
2025 Q3	$1.05M	Buy	6,787 +80	+1%	+$12.1K	0.02%	290
2025 Q2	$989K	Sell	6,707 -1,207	-15%	-$165K	0.02%	291
2025 Q1	$1.04M	Hold	7,914	–	–	0.02%	269
2024 Q4	$1.04M	Sell	7,914 -60	-0.8%	-$8.27K	0.02%	272
2024 Q3	$1.08M	Hold	7,974	–	–	0.02%	272
2024 Q2	$972K	Hold	7,974	–	–	0.02%	276
2024 Q1	$1M	Hold	7,974	–	–	0.02%	269
2023 Q4	$909K	Buy	7,974 +569	+8%	+$59.7K	0.02%	283
2023 Q3	$795K	Hold	7,405	–	–	0.02%	290
2023 Q2	$795K	Hold	7,405	–	–	0.02%	290
2023 Q1	$749K	Hold	7,405	–	–	0.02%	279
2022 Q4	$727K	Hold	7,405	–	–	0.02%	280
2022 Q3	$613K	Hold	7,405	–	–	0.02%	287
2022 Q2	$647K	Buy	7,405 +625	+9%	+$58.9K	0.02%	288
2022 Q1	$698K	Buy	6,780 +1,076	+19%	+$109K	0.01%	307
2021 Q4	$604K	Buy	5,704 +1,200	+27%	+$125K	0.01%	309
2021 Q3	$441K	Buy	4,504 +1,315	+41%	+$135K	0.01%	317
2021 Q2	$327K	Hold	3,189	–	–	0.01%	350
2021 Q1	$314K	Hold	3,189	–	–	0.01%	334
2020 Q4	$282K	Sell	3,189 -265	-8%	-$22.3K	0.01%	341
2020 Q3	$266K	Buy	+3,454	New	+$258K	0.01%	317
2020 Q1	–	Sell	-3,155	Closed	-$257K	–	365
2019 Q4	$257K	Hold	3,155	–	–	0.01%	326
2019 Q3	$245K	Hold	3,155	–	–	0.01%	313
2019 Q2	$244K	Sell	3,155 -71	-2%	-$5.4K	0.01%	319
2019 Q1	$242K	Hold	3,226	–	–	0.01%	323
2018 Q4	$208K	Hold	3,226	–	–	0.01%	328
2018 Q3	$253K	Hold	3,226	–	–	0.01%	338
2018 Q2	$231K	Hold	3,226	–	–	0.01%	345
2018 Q1	$240K	Buy	3,226 +71	+2%	+$5.47K	0.01%	330
2017 Q4	$239K	Sell	3,155 -380	-11%	-$27.7K	0.01%	329
2017 Q3	$251K	Hold	3,535	–	–	0.01%	331
2017 Q2	$241K	Hold	3,535	–	–	0.01%	328
2017 Q1	$230K	Sell	3,535 -361	-9%	-$23.3K	0.01%	320
2016 Q4	$242K	Buy	3,896 +361	+10%	+$21.7K	0.01%	318
2016 Q3	$206K	Buy	+3,535	New	+$205K	0.01%	334
2015 Q1	–	Sell	-3,535	Closed	-$200K	–	369
2014 Q4	$200K	Buy	+3,535	New	+$194K	0.01%	339

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

Bradley Foster & Sargent's XLI Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.19% in Q2 2026, selling an estimated $2.43K and leaving 7,272 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #275.

Bradley Foster & Sargent first reported a position in XLI in Q4 2014 and has held it in 39 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Bradley Foster & Sargent held 7,272 shares of State Street Industrial Select Sector SPDR ETF worth $1.35M as of Q2 2026.
Bradley Foster & Sargent sold 14 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.43K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Bradley Foster & Sargent's portfolio in Q2 2026, its #275 holding.
Bradley Foster & Sargent first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and has held it in 39 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.