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 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Brown, Lisle/Cummings's XLI Position: Q1 2026 in Review

Brown, Lisle/Cummings reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.2% in Q1 2026, selling an estimated $30.9K and leaving 15,264 shares worth $2.47M. The position accounts for 0.62% of the portfolio, ranked #41.

Brown, Lisle/Cummings first reported a position in XLI in Q4 2021 and has held it in 18 quarters since. 1,561 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Brown, Lisle/Cummings held 15,264 shares of State Street Industrial Select Sector SPDR ETF worth $2.47M as of Q1 2026.
Brown, Lisle/Cummings sold 184 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $30.9K.
State Street Industrial Select Sector SPDR ETF made up 0.62% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #41 holding.
Brown, Lisle/Cummings first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
1,561 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.