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

ELCO 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	$9.22M	Buy	49,800 +44,820	+900%	+$7.79M	3.98%	5
2026 Q1	$805K	Hold	4,980	–	–	0.39%	54
2025 Q4	$772K	Hold	4,980	–	–	0.49%	46
2025 Q3	$768K	Buy	4,980 +100	+2%	+$15.1K	0.4%	54
2025 Q2	$720K	Buy	4,880 +1,030	+27%	+$141K	0.38%	56
2025 Q1	$505K	Sell	3,850 -3,280	-46%	-$443K	0.28%	77
2024 Q4	$939K	Buy	7,130 +1,850	+35%	+$255K	0.49%	48
2024 Q3	$715K	Hold	5,280	–	–	0.39%	61
2024 Q2	$643K	Sell	5,280 -300	-5%	-$37K	0.37%	62
2024 Q1	$703K	Buy	5,580 +2,580	+86%	+$304K	0.43%	52
2023 Q4	$342K	Hold	3,000	–	–	0.23%	101
2023 Q3	$304K	Hold	3,000	–	–	0.22%	93
2023 Q2	$322K	Hold	3,000	–	–	0.23%	86
2023 Q1	$304K	Hold	3,000	–	–	0.22%	99
2022 Q4	$295K	Hold	3,000	–	–	0.22%	96
2022 Q3	$249K	Hold	3,000	–	–	0.2%	109
2022 Q2	$262K	Hold	3,000	–	–	0.21%	105
2022 Q1	$309K	Hold	3,000	–	–	0.21%	110
2021 Q4	$317K	Sell	3,000 -100	-3%	-$10.4K	0.23%	107
2021 Q3	$303K	Hold	3,100	–	–	0.23%	100
2021 Q2	$317K	Sell	3,100 -100	-3%	-$10.2K	0.24%	103
2021 Q1	$315K	Sell	3,200 -150	-4%	-$13.7K	0.29%	102
2020 Q4	$297K	Sell	3,350 -375	-10%	-$31.6K	0.26%	101
2020 Q3	$287K	Hold	3,725	–	–	0.23%	97
2020 Q2	$256K	Hold	3,725	–	–	0.22%	100
2020 Q1	$220K	Sell	3,725 -200	-5%	-$15.1K	0.23%	101
2019 Q4	$320K	Sell	3,925 -25	-0.6%	-$2K	0.19%	112
2019 Q3	$307K	Sell	3,950 -400	-9%	-$30.7K	0.18%	114
2019 Q2	$337K	Buy	+4,350	New	+$331K	0.19%	114

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

ELCO Management's XLI Position: Q2 2026 in Review

ELCO Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 900% in Q2 2026, buying an estimated $7.79M and bringing the position to 49,800 shares worth $9.22M. The position accounts for 3.98% of the portfolio, ranked #5.

ELCO Management first reported a position in XLI in Q2 2019 and has held it in 29 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

ELCO Management held 49,800 shares of State Street Industrial Select Sector SPDR ETF worth $9.22M as of Q2 2026.
ELCO Management bought 44,820 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.79M.
State Street Industrial Select Sector SPDR ETF made up 3.98% of ELCO Management's portfolio in Q2 2026, its #5 holding.
ELCO Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.