Dmitry Balyasny’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Dmitry Balyasny’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	$22.2M	Buy	+120,100	New	+$20.9M	0.03%	666
2026 Q1	–	Sell	-58,200	Closed	-$9.03M	–	3619
2025 Q4	$9.03M	Buy	58,200 +19,800	+52%	+$3.05M	0.01%	1072
2025 Q3	$5.92M	Buy	38,400 +29,000	+309%	+$4.39M	0.01%	1293
2025 Q2	$1.39M	Sell	9,400 -2,900	-24%	-$396K	﹤0.01%	1913
2025 Q1	$1.61M	Sell	12,300 -9,300	-43%	-$1.26M	﹤0.01%	1807
2024 Q4	$2.85M	Sell	21,600 -108,700	-83%	-$15M	﹤0.01%	1536
2024 Q3	$17.6M	Sell	130,300 -17,300	-12%	-$2.2M	0.03%	693
2024 Q2	$18M	Buy	147,600 +45,000	+44%	+$5.55M	0.03%	644
2024 Q1	$12.9M	Buy	102,600 +29,300	+40%	+$3.45M	0.02%	818
2023 Q4	$8.36M	Buy	73,300 +22,100	+43%	+$2.32M	0.02%	928
2023 Q3	$5.19M	Sell	51,200 -8,100	-14%	-$867K	0.01%	1091
2023 Q2	$6.36M	Buy	59,300 +9,300	+19%	+$936K	0.01%	972
2023 Q1	$5.06M	Sell	50,000 -350,000	-88%	-$35.2M	0.01%	1074
2022 Q4	$39.3M	Buy	400,000 +350,000	+700%	+$33.3M	0.11%	238
2022 Q3	$4.14M	Buy	+50,000	New	+$4.6M	0.01%	1099
2022 Q2	–	Sell	-35,000	Closed	-$3.6M	–	3248
2022 Q1	$3.6M	Hold	35,000	–	–	0.01%	1091
2021 Q4	$3.7M	Buy	+35,000	New	+$3.64M	0.01%	959
2020 Q4	–	Sell	-400,000	Closed	-$30.8M	–	1761
2020 Q3	$30.8M	Sell	400,000 -1,100,000	-73%	-$82.3M	0.23%	112
2020 Q2	$103M	Buy	+1,500,000	New	+$97.3M	0.89%	7

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

Dmitry Balyasny's XLI Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 10,590 shares worth $1.96M. The stake represents ﹤0.01% of the portfolio and ranks #1835 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in XLI as recently as Q4 2025.

Dmitry Balyasny first reported a position in XLI in Q3 2013 and has held it in 28 quarters since. The position peaked at $194M in Q3 2019. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Dmitry Balyasny held 10,590 shares of State Street Industrial Select Sector SPDR ETF worth $1.96M as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Dmitry Balyasny position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1835 holding.
Dmitry Balyasny first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and has held it in 28 quarters since.
Dmitry Balyasny's State Street Industrial Select Sector SPDR ETF position peaked at $194M in Q3 2019.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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