Crescent Grove Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Crescent Grove Advisors’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	$5.64M	Buy	34,880 +1,951	+6%	+$327K	0.54%	45
2025 Q4	$5.11M	Buy	32,929 +3,340	+11%	+$514K	0.47%	47
2025 Q3	$4.56M	Buy	29,589 +771	+3%	+$117K	0.43%	52
2025 Q2	$4.25M	Buy	28,818 +4,080	+16%	+$557K	0.41%	52
2025 Q1	$3.24M	Buy	24,738 +7,413	+43%	+$1M	0.34%	60
2024 Q4	$2.28M	Buy	17,325 +1,476	+9%	+$203K	0.23%	72
2024 Q3	$2.15M	Sell	15,849 -887	-5%	-$113K	0.22%	70
2024 Q2	$2.04M	Hold	16,736	–	–	0.22%	69
2024 Q1	$2.11M	Sell	16,736 -44,476	-73%	-$5.23M	0.22%	69
2023 Q4	$6.98M	Sell	61,212 -880	-1%	-$92.4K	0.78%	28
2023 Q3	$6.29M	Hold	62,092	–	–	0.78%	26
2023 Q2	$6.66M	Sell	62,092 -1,462	-2%	-$147K	0.72%	30
2023 Q1	$6.43M	Buy	63,554 +1,349	+2%	+$136K	0.75%	27
2022 Q4	$6.11M	Buy	62,205 +887	+1%	+$84.5K	0.64%	29
2022 Q3	$5.08M	Sell	61,318 -209	-0.3%	-$19.2K	0.59%	29
2022 Q2	$5.37M	Hold	61,527	–	–	0.57%	27
2022 Q1	$6.34M	Buy	61,527 +45,738	+290%	+$4.65M	0.62%	28
2021 Q4	$1.67M	Hold	15,789	–	–	0.16%	73
2021 Q3	$1.54M	Buy	15,789 +5,317	+51%	+$546K	0.16%	72
2021 Q2	$1.07M	Hold	10,472	–	–	0.11%	98
2021 Q1	$1.03M	Buy	10,472 +4,732	+82%	+$433K	0.12%	88
2020 Q4	$508K	Buy	+5,740	New	+$484K	0.07%	112
2020 Q1	–	Sell	-3,865	Closed	-$315K	–	167
2019 Q4	$315K	Buy	+3,865	New	+$309K	0.05%	126
2018 Q1	–	Sell	-23,265	Closed	-$1.76M	–	157
2017 Q4	$1.76M	Hold	23,265	–	–	0.44%	39
2017 Q3	$1.65M	Hold	23,265	–	–	0.42%	37
2017 Q2	$1.58M	Buy	+23,265	New	+$1.55M	0.46%	35

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

Crescent Grove Advisors's XLI Position: Q1 2026 in Review

Crescent Grove Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.9% in Q1 2026, buying an estimated $327K and bringing the position to 34,880 shares worth $5.64M. The position accounts for 0.54% of the portfolio, ranked #45.

Crescent Grove Advisors first reported a position in XLI in Q2 2017 and has held it in 26 quarters since. The position peaked at $6.98M in Q4 2023. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Crescent Grove Advisors held 34,880 shares of State Street Industrial Select Sector SPDR ETF worth $5.64M as of Q1 2026.
Crescent Grove Advisors bought 1,951 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $327K.
State Street Industrial Select Sector SPDR ETF made up 0.54% of Crescent Grove Advisors's portfolio in Q1 2026, its #45 holding.
Crescent Grove Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2017 and has held it in 26 quarters since.
Crescent Grove Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $6.98M in Q4 2023.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.