Chatterton & Associates
XLI icon

Chatterton & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Chatterton & Associates’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
Q3 		– Sell
-1,648
Closed -$298K – 117
2026
Q2 		$298K Buy
1,648
+86
+6% +$14.9K 0.18% 80
2026
Q1 		$269K Buy
+1,562
New +$262K 0.19% 78

Other funds holding XLI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Chatterton & Associates's XLI Position: Q3 2026 in Review

Chatterton & Associates sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026, closing a stake of 1,648 shares — an estimated $298K sold.

Chatterton & Associates first reported a position in XLI in Q1 2026 and held it in 2 quarters. The position peaked at $298K in Q2 2026. 1,429 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Chatterton & Associates reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Chatterton & Associates sold 1,648 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $298K.
  • Chatterton & Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and held it in 2 quarters.
  • Chatterton & Associates's State Street Industrial Select Sector SPDR ETF position peaked at $298K in Q2 2026.
  • 1,429 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.