Circle Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Circle Wealth 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	$1.53M	Buy	9,432 +1,661	+21%	+$279K	0.02%	103
2025 Q4	$1.21M	Buy	7,771 +79	+1%	+$12.2K	0.02%	120
2025 Q3	$1.19M	Buy	7,692 +2,403	+45%	+$364K	0.02%	111
2025 Q2	$780K	Sell	5,289 -200	-4%	-$27.3K	0.02%	140
2025 Q1	$719K	Hold	5,489	–	–	0.02%	140
2024 Q4	$723K	Buy	5,489 +1,464	+36%	+$202K	0.02%	139
2024 Q3	$545K	Buy	4,025 +5	+0.1%	+$636	0.01%	166
2024 Q2	$490K	Buy	4,020 +278	+7%	+$34.3K	0.01%	164
2024 Q1	$471K	Sell	3,742 -215	-5%	-$25.3K	0.01%	148
2023 Q4	$451K	Sell	3,957 -3,155	-44%	-$331K	0.01%	142
2023 Q3	$721K	Buy	7,112 +11	+0.2%	+$1.18K	0.02%	104
2023 Q2	$762K	Buy	7,101 +11	+0.2%	+$1.11K	0.1%	73
2023 Q1	$717K	Sell	7,090 -831	-10%	-$83.6K	0.1%	71
2022 Q4	$778K	Buy	7,921 +13	+0.2%	+$1.24K	0.12%	60
2022 Q3	$655K	Buy	7,908 +13	+0.2%	+$1.2K	0.11%	70
2022 Q2	$690K	Sell	7,895 -6,588	-45%	-$621K	0.11%	76
2022 Q1	$1.49M	Buy	14,483 +8	+0.1%	+$813	0.2%	50
2021 Q4	$1.53M	Sell	14,475 -457	-3%	-$47.5K	0.2%	50
2021 Q3	$1.46M	Buy	14,932 +8	+0.1%	+$822	0.21%	52
2021 Q2	$1.53M	Sell	14,924 -598	-4%	-$61.3K	0.22%	52
2021 Q1	$1.53M	Sell	15,522 -125	-0.8%	-$11.4K	0.24%	48
2020 Q4	$1.39M	Buy	15,647 +12,548	+405%	+$1.06M	0.2%	62
2020 Q3	$239K	Hold	3,099	–	–	0.04%	185
2020 Q2	$213K	Buy	+3,099	New	+$201K	0.04%	189

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

Circle Wealth Management's XLI Position: Q1 2026 in Review

Circle Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 21% in Q1 2026, buying an estimated $279K and bringing the position to 9,432 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #103.

Circle Wealth Management first reported a position in XLI in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.53M in Q4 2021. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Circle Wealth Management held 9,432 shares of State Street Industrial Select Sector SPDR ETF worth $1.53M as of Q1 2026.
Circle Wealth Management bought 1,661 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $279K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Circle Wealth Management's portfolio in Q1 2026, its #103 holding.
Circle Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
Circle Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.53M in Q4 2021.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.