Brown, Lisle/Cummings’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Brown, Lisle/Cummings’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	$2.83M	Buy	15,271 +7	+0%	+$1.22K	0.63%	40
2026 Q1	$2.47M	Sell	15,264 -184	-1%	-$30.9K	0.62%	41
2025 Q4	$2.4M	Hold	15,448	–	–	0.59%	45
2025 Q3	$2.38M	Sell	15,448 -130	-0.8%	-$19.7K	0.61%	46
2025 Q2	$2.3M	Buy	15,578 +386	+3%	+$52.7K	0.61%	45
2025 Q1	$1.99M	Hold	15,192	–	–	0.58%	47
2024 Q4	$2M	Hold	15,192	–	–	0.6%	43
2024 Q3	$2.06M	Sell	15,192 -480	-3%	-$61K	0.63%	41
2024 Q2	$1.91M	Buy	15,672 +21	+0.1%	+$2.59K	0.62%	43
2024 Q1	$1.97M	Buy	15,651 +120	+0.8%	+$14.1K	0.67%	39
2023 Q4	$1.77M	Buy	15,531 +80	+0.5%	+$8.4K	0.66%	39
2023 Q3	$1.57M	Hold	15,451	–	–	0.71%	37
2023 Q2	$1.66M	Sell	15,451 -175	-1%	-$17.6K	0.74%	35
2023 Q1	$1.58M	Hold	15,626	–	–	0.8%	33
2022 Q4	$1.53M	Sell	15,626 -928	-6%	-$88.4K	0.82%	36
2022 Q3	$1.37M	Buy	16,554 +600	+4%	+$55.2K	0.8%	35
2022 Q2	$1.39M	Hold	15,954	–	–	0.77%	36
2022 Q1	$1.64M	Buy	15,954 +180	+1%	+$18.3K	0.79%	36
2021 Q4	$1.67M	Buy	+15,774	New	+$1.64M	0.83%	31

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

Brown, Lisle/Cummings's XLI Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.05% in Q2 2026, buying an estimated $1.22K and bringing the position to 15,271 shares worth $2.83M. The position accounts for 0.63% of the portfolio, ranked #40.

Brown, Lisle/Cummings first reported a position in XLI in Q4 2021 and has held it in 19 quarters since. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Brown, Lisle/Cummings held 15,271 shares of State Street Industrial Select Sector SPDR ETF worth $2.83M as of Q2 2026.
Brown, Lisle/Cummings bought 7 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.22K.
State Street Industrial Select Sector SPDR ETF made up 0.63% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #40 holding.
Brown, Lisle/Cummings first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.