Cascades Capital Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cascades Capital Asset Management’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	$1.59M	Buy	9,850 +3,430	+53%	+$576K	0.67%	29
2025 Q4	$996K	Buy	6,420 +1,555	+32%	+$239K	0.42%	49
2025 Q3	$750K	Buy	+4,865	New	+$737K	0.33%	57
2025 Q2	–	Sell	-2,646	Closed	-$347K	–	159
2025 Q1	$347K	Buy	2,646 +645	+32%	+$87.2K	0.19%	79
2024 Q4	$264K	Buy	+2,001	New	+$276K	0.14%	91

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cascades Capital Asset Management's XLI Position: Q1 2026 in Review

Cascades Capital Asset Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 53% in Q1 2026, buying an estimated $576K and bringing the position to 9,850 shares worth $1.59M. The position accounts for 0.67% of the portfolio, ranked #29.

Cascades Capital Asset Management first reported a position in XLI in Q4 2024 and has held it in 5 quarters since. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Cascades Capital Asset Management held 9,850 shares of State Street Industrial Select Sector SPDR ETF worth $1.59M as of Q1 2026.
Cascades Capital Asset Management bought 3,430 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $576K.
State Street Industrial Select Sector SPDR ETF made up 0.67% of Cascades Capital Asset Management's portfolio in Q1 2026, its #29 holding.
Cascades Capital Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.