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

Cooksen Wealth’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	$4.56M	Buy	28,196 +848	+3%	+$142K	3.31%	10
2025 Q4	$4.24M	Buy	27,348 +479	+2%	+$73.7K	3.1%	10
2025 Q3	$4.14M	Buy	26,869 +940	+4%	+$142K	3.09%	10
2025 Q2	$3.83M	Buy	25,929 +3,811	+17%	+$520K	3.07%	10
2025 Q1	$2.79M	Sell	22,118 -2,188	-9%	-$296K	2.83%	10
2024 Q4	$3.2M	Buy	24,306 +394	+2%	+$54.3K	2.95%	10
2024 Q3	$3.24M	Buy	23,912 +592	+3%	+$75.3K	3.03%	10
2024 Q2	$2.84M	Buy	23,320 +1,202	+5%	+$148K	2.87%	11
2024 Q1	$2.79M	Buy	22,118 +1,546	+8%	+$182K	2.9%	10
2023 Q4	$2.35M	Buy	+20,572	New	+$2.16M	2.66%	12

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

Cooksen Wealth's XLI Position: Q1 2026 in Review

Cooksen Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.1% in Q1 2026, buying an estimated $142K and bringing the position to 28,196 shares worth $4.56M. The position accounts for 3.31% of the portfolio, ranked #10.

Cooksen Wealth first reported a position in XLI in Q4 2023 and has held it in 10 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Cooksen Wealth held 28,196 shares of State Street Industrial Select Sector SPDR ETF worth $4.56M as of Q1 2026.
Cooksen Wealth bought 848 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $142K.
State Street Industrial Select Sector SPDR ETF made up 3.31% of Cooksen Wealth's portfolio in Q1 2026, its #10 holding.
Cooksen Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Cooksen Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.