Diversified Portfolios Inc’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Diversified Portfolios Inc’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	$224K	Hold	1,385	–	–	0.02%	167
2025 Q4	$215K	Hold	1,385	–	–	0.02%	176
2025 Q3	$214K	Hold	1,385	–	–	0.02%	162
2025 Q2	$204K	Buy	+1,385	New	+$189K	0.02%	158
2017 Q1	–	Sell	-3,696	Closed	-$230K	–	54
2016 Q4	$230K	Hold	3,696	–	–	0.14%	42
2016 Q3	$216K	Hold	3,696	–	–	0.14%	40
2016 Q2	$207K	Hold	3,696	–	–	0.13%	48
2016 Q1	$205K	Buy	+3,696	New	+$191K	0.13%	50
2015 Q2	–	Sell	-3,696	Closed	-$206K	–	55
2015 Q1	$206K	Sell	3,696 -437	-11%	-$24.6K	0.13%	51
2014 Q4	$234K	Buy	+4,133	New	+$227K	0.14%	72

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

Diversified Portfolios Inc's XLI Position: Q1 2026 in Review

Diversified Portfolios Inc held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 1,385 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #167.

Diversified Portfolios Inc first reported a position in XLI in Q4 2014 and has held it in 10 quarters since. The position peaked at $234K in Q4 2014. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Diversified Portfolios Inc held 1,385 shares of State Street Industrial Select Sector SPDR ETF worth $224K as of Q1 2026.
Diversified Portfolios Inc left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q1 2026, its #167 holding.
Diversified Portfolios Inc first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and has held it in 10 quarters since.
Diversified Portfolios Inc's State Street Industrial Select Sector SPDR ETF position peaked at $234K in Q4 2014.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.