Bramshill Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bramshill Investments’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	$952K	Buy	5,138 +888	+21%	+$154K	0.07%	72
2026 Q1	$687K	Hold	4,250	–	–	0.06%	107
2025 Q4	$659K	Sell	4,250 -1,000	-19%	-$154K	0.04%	106
2025 Q3	$810K	Sell	5,250 -3,250	-38%	-$492K	0.06%	77
2025 Q2	$1.25M	Sell	8,500 -6,500	-43%	-$887K	0.13%	42
2025 Q1	$1.97M	Buy	15,000 +2,223	+17%	+$300K	0.2%	23
2024 Q4	$1.68M	Buy	12,777 +8,327	+187%	+$1.15M	0.26%	18
2024 Q3	$603K	Buy	+4,450	New	+$566K	0.07%	100

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

Bramshill Investments's XLI Position: Q2 2026 in Review

Bramshill Investments increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 21% in Q2 2026, buying an estimated $154K and bringing the position to 5,138 shares worth $952K. The position accounts for 0.07% of the portfolio, ranked #72.

Bramshill Investments first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.97M in Q1 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Bramshill Investments held 5,138 shares of State Street Industrial Select Sector SPDR ETF worth $952K as of Q2 2026.
Bramshill Investments bought 888 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $154K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Bramshill Investments's portfolio in Q2 2026, its #72 holding.
Bramshill Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Bramshill Investments's State Street Industrial Select Sector SPDR ETF position peaked at $1.97M in Q1 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.