Councilmark Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Councilmark Asset 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	$429K	Hold	2,650	–	–	0.25%	64
2025 Q4	$411K	Hold	2,650	–	–	0.23%	65
2025 Q3	$409K	Hold	2,650	–	–	0.23%	64
2025 Q2	$391K	Hold	2,650	–	–	0.25%	67
2025 Q1	$347K	Hold	2,650	–	–	0.23%	66
2024 Q4	$349K	Hold	2,650	–	–	0.23%	66
2024 Q3	$359K	Hold	2,650	–	–	0.24%	66
2024 Q2	$323K	Hold	2,650	–	–	0.23%	70
2024 Q1	$334K	Buy	+2,650	New	+$312K	0.24%	69

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

Councilmark Asset Management's XLI Position: Q1 2026 in Review

Councilmark Asset Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 2,650 shares worth $429K. The position accounts for 0.25% of the portfolio, ranked #64.

Councilmark Asset Management first reported a position in XLI in Q1 2024 and has held it in 9 quarters since. 1,555 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Councilmark Asset Management held 2,650 shares of State Street Industrial Select Sector SPDR ETF worth $429K as of Q1 2026.
Councilmark Asset Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.25% of Councilmark Asset Management's portfolio in Q1 2026, its #64 holding.
Councilmark Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
1,555 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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