Chartist Inc’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Chartist Inc’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	$802K	Sell	4,958 -68	-1%	-$11.4K	0.58%	8
2025 Q4	$780K	Sell	5,026 -70	-1%	-$10.8K	0.53%	9
2025 Q3	$786K	Buy	+5,096	New	+$772K	0.54%	9
2024 Q4	$783K	Sell	5,941 -96	-2%	-$13.2K	0.41%	9
2024 Q3	$818K	Sell	6,037 -172	-3%	-$21.9K	0.42%	9
2024 Q2	$757K	Sell	6,209 -61	-1%	-$7.52K	0.39%	10
2024 Q1	$790K	Sell	6,270 -90	-1%	-$10.6K	0.41%	10
2023 Q4	$725K	Sell	6,360 -30	-0.5%	-$3.15K	0.39%	10
2023 Q3	$648K	Sell	6,390 -704	-10%	-$75.4K	0.38%	10
2023 Q2	$761K	Sell	7,094 -221	-3%	-$22.3K	0.4%	9
2023 Q1	$639K	Buy	+7,315	New	+$736K	0.63%	9
2022 Q2	$639K	Sell	7,315 -432	-6%	-$40.7K	0.38%	10
2022 Q1	$798K	Sell	7,747 -92	-1%	-$9.35K	0.37%	11
2021 Q4	$829K	Sell	7,839 -248	-3%	-$25.8K	0.36%	11
2021 Q3	$791K	Sell	8,087 -126	-2%	-$12.9K	0.38%	11
2021 Q2	$841K	Buy	8,213 +92	+1%	+$9.43K	0.39%	15
2021 Q1	$800K	Sell	8,121 -433	-5%	-$39.6K	0.41%	10
2020 Q4	$757K	Sell	8,554 -45	-0.5%	-$3.79K	0.4%	11
2020 Q3	$662K	Buy	+8,599	New	+$643K	0.37%	13
2019 Q4	$820K	Sell	10,060 -240	-2%	-$19.2K	0.5%	12
2019 Q3	$800K	Sell	10,300 -160	-2%	-$12.3K	0.52%	12
2019 Q2	$810K	Sell	10,460 -376	-3%	-$28.6K	0.51%	10
2019 Q1	$813K	Sell	10,836 -282	-3%	-$20.4K	0.68%	9
2018 Q4	$716K	Sell	11,118 -461	-4%	-$32.7K	1.38%	7
2018 Q3	$908K	Sell	11,579 -866	-7%	-$66K	0.4%	14
2018 Q2	$891K	Sell	12,445 -172	-1%	-$12.8K	0.4%	14
2018 Q1	$937K	Sell	12,617 -543	-4%	-$41.8K	0.44%	12
2017 Q4	$996K	Sell	13,160 -481	-4%	-$35K	0.44%	12
2017 Q3	$969K	Sell	13,641 -58	-0.4%	-$3.99K	0.46%	12
2017 Q2	$933K	Sell	13,699 -428	-3%	-$28.6K	0.45%	12
2017 Q1	$919K	Sell	14,127 -536	-4%	-$34.6K	0.45%	12
2016 Q4	$912K	Sell	14,663 -222	-1%	-$13.4K	0.47%	12
2016 Q3	$869K	Sell	14,885 -226	-1%	-$13.1K	0.46%	11
2016 Q2	$846K	Buy	+15,111	New	+$842K	0.45%	12
2015 Q4	$819K	Sell	15,454 -622	-4%	-$33.4K	0.41%	13
2015 Q3	$794K	Sell	16,076 -90,500	-85%	-$4.77M	4.87%	8
2015 Q2	$5.79M	Sell	106,576 -1,869	-2%	-$105K	2.8%	14
2015 Q1	$6.06M	Sell	108,445 -557	-0.5%	-$31.4K	2.88%	13
2014 Q4	$6.16M	Sell	109,002 -2,269	-2%	-$125K	2.88%	11
2014 Q3	$5.78M	Buy	111,271 +97	+0.1%	+$5.21K	3.03%	11
2014 Q2	$6M	Sell	111,174 -851	-0.8%	-$45.5K	2.93%	13
2014 Q1	$5.81M	Sell	112,025 -890	-0.8%	-$45.7K	3.1%	13
2013 Q4	$5.85M	Sell	112,915 -2,488	-2%	-$122K	3.04%	12
2013 Q3	$5.39M	Sell	115,403 -3,325	-3%	-$150K	3.1%	16
2013 Q2	$5.12M	Buy	+118,728	New	+$5.04M	2.96%	14

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

Chartist Inc's XLI Position: Q1 2026 in Review

Chartist Inc reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.4% in Q1 2026, selling an estimated $11.4K and leaving 4,958 shares worth $802K. The position accounts for 0.58% of the portfolio, ranked #8.

Chartist Inc first reported a position in XLI in Q2 2013 and has held it in 45 quarters since. The position peaked at $6.16M in Q4 2014. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Chartist Inc held 4,958 shares of State Street Industrial Select Sector SPDR ETF worth $802K as of Q1 2026.
Chartist Inc sold 68 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $11.4K.
State Street Industrial Select Sector SPDR ETF made up 0.58% of Chartist Inc's portfolio in Q1 2026, its #8 holding.
Chartist Inc first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 45 quarters since.
Chartist Inc's State Street Industrial Select Sector SPDR ETF position peaked at $6.16M in Q4 2014.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Chartist Inc's 13F filing for Q1 2026, filed 14 May 2026.