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

Dimension 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 Q2	$1.37M	Buy	7,378 +1,245	+20%	+$216K	0.16%	50
2026 Q1	$992K	Hold	6,133	–	–	0.14%	55
2025 Q4	$951K	Buy	6,133 +266	+5%	+$40.9K	0.13%	61
2025 Q3	$905K	Hold	5,867	–	–	0.13%	63
2025 Q2	$866K	Buy	5,867 +41	+0.7%	+$5.59K	0.13%	58
2025 Q1	$764K	Buy	5,826 +275	+5%	+$37.2K	0.14%	54
2024 Q4	$731K	Buy	5,551 +156	+3%	+$21.5K	0.12%	52
2024 Q3	$731K	Buy	5,395 +169	+3%	+$21.5K	0.14%	56
2024 Q2	$637K	Buy	5,226 +158	+3%	+$19.5K	0.13%	59
2024 Q1	$638K	Buy	5,068 +18	+0.4%	+$2.12K	0.13%	56
2023 Q4	$576K	Buy	5,050 +17	+0.3%	+$1.78K	0.12%	62
2023 Q3	$510K	Buy	5,033 +49	+1%	+$5.25K	0.12%	50
2023 Q2	$535K	Sell	4,984 -206	-4%	-$20.7K	0.12%	53
2023 Q1	$525K	Hold	5,190	–	–	0.12%	55
2022 Q4	$510K	Hold	5,190	–	–	0.12%	55
2022 Q3	$430K	Buy	5,190 +72	+1%	+$6.63K	0.1%	70
2022 Q2	$447K	Sell	5,118 -1,333	-21%	-$126K	0.1%	69
2022 Q1	$663K	Buy	6,451 +401	+7%	+$40.7K	0.12%	59
2021 Q4	$641K	Buy	6,050 +1,451	+32%	+$151K	0.12%	60
2021 Q3	$450K	Hold	4,599	–	–	0.09%	77
2021 Q2	$471K	Buy	4,599 +453	+11%	+$46.4K	0.1%	73
2021 Q1	$408K	Buy	+4,146	New	+$380K	0.1%	77
2020 Q4	–	Sell	-3,000	Closed	-$231K	–	94
2020 Q3	$231K	Buy	+3,000	New	+$224K	0.07%	85

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimension Capital Management's XLI Position: Q2 2026 in Review

Dimension Capital Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 20% in Q2 2026, buying an estimated $216K and bringing the position to 7,378 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #50.

Dimension Capital Management first reported a position in XLI in Q3 2020 and has held it in 23 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Dimension Capital Management held 7,378 shares of State Street Industrial Select Sector SPDR ETF worth $1.37M as of Q2 2026.
Dimension Capital Management bought 1,245 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $216K.
State Street Industrial Select Sector SPDR ETF made up 0.16% of Dimension Capital Management's portfolio in Q2 2026, its #50 holding.
Dimension Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Dimension Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.