Compagnie Lombard Odier SCmA’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Compagnie Lombard Odier SCmA’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	$102K	Buy	+550	New	+$95.6K	﹤0.01%	322
2024 Q4	–	Sell	-480	Closed	-$65K	–	487
2024 Q3	$65K	Buy	+480	New	+$61K	﹤0.01%	324
2024 Q2	–	Sell	-162	Closed	-$20.4K	–	493
2024 Q1	$20.4K	Hold	162	–	–	﹤0.01%	405
2023 Q4	$18.5K	Hold	162	–	–	﹤0.01%	466
2023 Q3	$16.4K	Hold	162	–	–	﹤0.01%	496
2023 Q2	$17.4K	Hold	162	–	–	﹤0.01%	483
2023 Q1	$16.4K	Sell	162 -1,800	-92%	-$181K	﹤0.01%	529
2022 Q4	$193K	Buy	+1,962	New	+$187K	0.01%	299
2017 Q2	–	Sell	-1,900	Closed	-$124K	–	767
2017 Q1	$124K	Sell	1,900 -17,000	-90%	-$1.1M	﹤0.01%	428
2016 Q4	$1.18M	Buy	18,900 +17,000	+895%	+$1.02M	0.03%	236
2016 Q3	$111K	Sell	1,900 -290	-13%	-$16.8K	﹤0.01%	550
2016 Q2	$122K	Sell	2,190 -1,030	-32%	-$57.4K	﹤0.01%	540
2016 Q1	$178K	Sell	3,220 -6,910	-68%	-$357K	0.01%	508
2015 Q4	$537K	Sell	10,130 -220	-2%	-$11.8K	0.02%	306
2015 Q3	$517K	Buy	10,350 +350	+4%	+$18.4K	0.02%	269
2015 Q2	$541K	Buy	10,000 +510	+5%	+$28.6K	0.02%	293
2015 Q1	$529K	Buy	9,490 +7,590	+399%	+$427K	0.02%	303
2014 Q4	$107K	Hold	1,900	–	–	﹤0.01%	538
2014 Q3	$101K	Hold	1,900	–	–	﹤0.01%	642
2014 Q2	$103K	Hold	1,900	–	–	﹤0.01%	667
2014 Q1	$99K	Hold	1,900	–	–	﹤0.01%	659
2013 Q4	$99K	Buy	+1,900	New	+$93.4K	﹤0.01%	658

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

Compagnie Lombard Odier SCmA's XLI Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 550 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Compagnie Lombard Odier SCmA previously reported a position in XLI as recently as Q3 2024.

Compagnie Lombard Odier SCmA first reported a position in XLI in Q4 2013 and has held it in 22 quarters since. The position peaked at $1.18M in Q4 2016. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Compagnie Lombard Odier SCmA held 550 shares of State Street Industrial Select Sector SPDR ETF worth $102K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Compagnie Lombard Odier SCmA position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #322 holding.
Compagnie Lombard Odier SCmA first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 22 quarters since.
Compagnie Lombard Odier SCmA's State Street Industrial Select Sector SPDR ETF position peaked at $1.18M in Q4 2016.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.