DBRC
XLI icon

D.B. Root & Company’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

D.B. Root & Company’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 		$1.01M Sell
5,456
-100
-2% -$17.4K 0.21% 65
2026
Q1 		$899K Buy
5,556
+4,062
+272% +$682K 0.21% 74
2025
Q4 		$232K Sell
1,494
-1,975
-57% -$304K 0.06% 175
2025
Q3 		$535K Sell
3,469
-491
-12% -$74.4K 0.14% 101
2025
Q2 		$584K Buy
+3,960
New +$540K 0.17% 93
2025
Q1 		– Sell
-6,369
Closed -$839K – 202
2024
Q4 		$839K Buy
6,369
+14
+0.2% +$1.93K 0.27% 70
2024
Q3 		$861K Sell
6,355
-2,416
-28% -$307K 0.28% 65
2024
Q2 		$1.07M Buy
8,771
+2,031
+30% +$250K 0.36% 52
2024
Q1 		$849K Sell
6,740
-132
-2% -$15.5K 0.29% 86
2023
Q4 		$783K Sell
6,872
-2,069
-23% -$217K 0.28% 89
2023
Q3 		$906K Buy
8,941
+4,831
+118% +$517K 0.35% 81
2023
Q2 		$441K Sell
4,110
-10,672
-72% -$1.07M 0.17% 121
2023
Q1 		$1.5M Buy
14,782
+8,169
+124% +$822K 0.59% 37
2022
Q4 		$649K Buy
+6,613
New +$630K 0.27% 94
2022
Q2 		– Sell
-2,028
Closed -$208K – 188
2022
Q1 		$208K Sell
2,028
-275
-12% -$27.9K 0.08% 179
2021
Q4 		$243K Sell
2,303
-1,289
-36% -$134K 0.09% 173
2021
Q3 		$351K Buy
3,592
+1,172
+48% +$120K 0.14% 158
2021
Q2 		$247K Buy
2,420
+58
+2% +$5.94K 0.09% 187
2021
Q1 		$232K Buy
+2,362
New +$216K 0.09% 189
2019
Q2 		– Sell
-10,765
Closed -$808K – 212
2019
Q1 		$808K Buy
+10,765
New +$779K 0.34% 86
2018
Q1 		– Sell
-13,788
Closed -$1.04M – 193
2017
Q4 		$1.04M Buy
+13,788
New +$1M 0.89% 33

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

D.B. Root & Company's XLI Position: Q2 2026 in Review

D.B. Root & Company reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.8% in Q2 2026, selling an estimated $17.4K and leaving 5,456 shares worth $1.01M. The position accounts for 0.21% of the portfolio, ranked #65.

D.B. Root & Company first reported a position in XLI in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.5M in Q1 2023. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • D.B. Root & Company held 5,456 shares of State Street Industrial Select Sector SPDR ETF worth $1.01M as of Q2 2026.
  • D.B. Root & Company sold 100 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $17.4K.
  • State Street Industrial Select Sector SPDR ETF made up 0.21% of D.B. Root & Company's portfolio in Q2 2026, its #65 holding.
  • D.B. Root & Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 21 quarters since.
  • D.B. Root & Company's State Street Industrial Select Sector SPDR ETF position peaked at $1.5M in Q1 2023.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.