Burnham & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Burnham & Co’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	$129K	Buy	+694	New	+$121K	0.1%	74

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

Burnham & Co's XLI Position: Q2 2026 in Review

Burnham & Co opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 694 shares worth $129K. The stake represents 0.1% of the portfolio and ranks #74 among its holdings.

1,637 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Burnham & Co held 694 shares of State Street Industrial Select Sector SPDR ETF worth $129K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Burnham & Co position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.1% of Burnham & Co's portfolio in Q2 2026, its #74 holding.
1,637 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Burnham & Co's 13F filing for Q2 2026, filed 11 Aug 2026.