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

Consolidated Capital 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	$287K	Sell	1,776 -2,225	-56%	-$373K	0.09%	55
2025 Q4	$621K	Buy	+4,001	New	+$616K	0.19%	46
2025 Q3	–	Sell	-1,369	Closed	-$202K	–	55
2025 Q2	$202K	Buy	+1,369	New	+$187K	0.07%	47
2024 Q2	–	Sell	-1,615	Closed	-$203K	–	45
2024 Q1	$203K	Buy	+1,615	New	+$190K	0.1%	43
2023 Q3	–	Sell	-2,000	Closed	-$215K	–	49
2023 Q2	$215K	Buy	+2,000	New	+$201K	0.11%	47
2022 Q3	–	Sell	-2,709	Closed	-$237K	–	72
2022 Q2	$237K	Buy	2,709 +95	+4%	+$8.96K	0.14%	50
2022 Q1	$268K	Sell	2,614 -1,245	-32%	-$126K	0.12%	45
2021 Q4	$408K	Buy	3,859 +108	+3%	+$11.2K	0.18%	34
2021 Q3	$367K	Buy	3,751 +72	+2%	+$7.4K	0.17%	35
2021 Q2	$377K	Buy	3,679 +40	+1%	+$4.1K	0.17%	36
2021 Q1	$358K	Buy	+3,639	New	+$333K	0.18%	33
2020 Q1	–	Sell	-15,195	Closed	-$1.24M	–	45
2019 Q4	$1.24M	Buy	+15,195	New	+$1.21M	0.82%	24

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

Consolidated Capital Management's XLI Position: Q1 2026 in Review

Consolidated Capital Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 56% in Q1 2026, selling an estimated $373K and leaving 1,776 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #55.

Consolidated Capital Management first reported a position in XLI in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.24M in Q4 2019. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Consolidated Capital Management held 1,776 shares of State Street Industrial Select Sector SPDR ETF worth $287K as of Q1 2026.
Consolidated Capital Management sold 2,225 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $373K.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Consolidated Capital Management's portfolio in Q1 2026, its #55 holding.
Consolidated Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
Consolidated Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.24M in Q4 2019.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Consolidated Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.