Edgestream Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Edgestream Partners’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	$1.68M	Buy	+9,067	New	+$1.58M	0.05%	562
2026 Q1	–	Sell	-16,244	Closed	-$2.52M	–	1149
2025 Q4	$2.52M	Buy	16,244 +14,398	+780%	+$2.22M	0.07%	467
2025 Q3	$285K	Sell	1,846 -2,128	-54%	-$322K	0.01%	806
2025 Q2	$586K	Buy	3,974 +1,496	+60%	+$204K	0.02%	713
2025 Q1	$325K	Buy	2,478 +485	+24%	+$65.5K	0.01%	746
2024 Q4	$263K	Sell	1,993 -13,615	-87%	-$1.88M	0.01%	781
2024 Q3	$2.11M	Buy	15,608 +7,919	+103%	+$1.01M	0.09%	388
2024 Q2	$937K	Buy	+7,689	New	+$948K	0.05%	538
2024 Q1	–	Sell	-6,345	Closed	-$723K	–	1048
2023 Q4	$723K	Sell	6,345 -16,864	-73%	-$1.77M	0.05%	519
2023 Q3	$2.35M	Buy	+23,209	New	+$2.48M	0.19%	152
2023 Q2	–	Sell	-8,593	Closed	-$869K	–	940
2023 Q1	$869K	Sell	8,593 -7,490	-47%	-$753K	0.1%	318
2022 Q4	$1.58M	Buy	+16,083	New	+$1.53M	0.18%	188
2022 Q2	–	Sell	-2,149	Closed	-$221K	–	648
2022 Q1	$221K	Sell	2,149 -8,997	-81%	-$914K	0.02%	510
2021 Q4	$1.18M	Buy	11,146 +8,987	+416%	+$934K	0.07%	292
2021 Q3	$211K	Sell	2,159 -24,010	-92%	-$2.47M	0.01%	468
2021 Q2	$2.68M	Buy	26,169 +21,707	+486%	+$2.22M	0.16%	194
2021 Q1	$439K	Sell	4,462 -162,096	-97%	-$14.8M	0.02%	335
2020 Q4	$14.7M	Buy	+166,558	New	+$14M	0.74%	33
2020 Q1	–	Sell	-20,737	Closed	-$1.69M	–	377
2019 Q4	$1.69M	Buy	20,737 +12,811	+162%	+$1.02M	0.09%	197
2019 Q3	$615K	Buy	7,926 +2,882	+57%	+$221K	0.06%	207
2019 Q2	$391K	Buy	+5,044	New	+$384K	0.04%	199
2018 Q4	–	Sell	-6,161	Closed	-$483K	–	309
2018 Q3	$483K	Buy	+6,161	New	+$469K	0.08%	187
2015 Q2	–	Sell	-15,967	Closed	-$890K	–	129
2015 Q1	$890K	Sell	15,967 -40,207	-72%	-$2.26M	1.16%	27
2014 Q4	$3.18M	Sell	56,174 -40,852	-42%	-$2.24M	7.26%	1
2014 Q3	$5.16M	Sell	97,026 -79,470	-45%	-$4.26M	4.5%	5
2014 Q2	$9.54M	Buy	+176,496	New	+$9.43M	6.08%	3

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

Edgestream Partners's XLI Position: Q2 2026 in Review

Edgestream Partners opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 9,067 shares worth $1.68M. The stake represents 0.05% of the portfolio and ranks #562 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in XLI as recently as Q4 2025.

Edgestream Partners first reported a position in XLI in Q2 2014 and has held it in 26 quarters since. The position peaked at $14.7M in Q4 2020. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Edgestream Partners held 9,067 shares of State Street Industrial Select Sector SPDR ETF worth $1.68M as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Edgestream Partners position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Edgestream Partners's portfolio in Q2 2026, its #562 holding.
Edgestream Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2014 and has held it in 26 quarters since.
Edgestream Partners's State Street Industrial Select Sector SPDR ETF position peaked at $14.7M in Q4 2020.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.