Essex Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Essex Financial Services’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	$1.24M	Buy	7,661 +970	+14%	+$163K	0.07%	241
2025 Q4	$1.04M	Buy	6,691 +281	+4%	+$43.2K	0.06%	270
2025 Q3	$989K	Buy	6,410 +30	+0.5%	+$4.54K	0.06%	268
2025 Q2	$941K	Buy	6,380 +2,180	+52%	+$297K	0.06%	270
2025 Q1	$550K	Sell	4,200 -20	-0.5%	-$2.7K	0.04%	359
2024 Q4	$556K	Sell	4,220 -7,725	-65%	-$1.06M	0.04%	356
2024 Q3	$1.65M	Buy	11,945 +6,745	+130%	+$857K	0.12%	163
2024 Q2	$646K	Buy	5,200 +820	+19%	+$101K	0.05%	317
2024 Q1	$552K	Buy	4,380 +1,423	+48%	+$167K	0.05%	307
2023 Q4	$337K	Sell	2,957 -1	-0%	-$105	0.03%	374
2023 Q3	$300K	Hold	2,958	–	–	0.03%	373
2023 Q2	$317K	Sell	2,958 -135	-4%	-$13.6K	0.04%	359
2023 Q1	$313K	Hold	3,093	–	–	0.03%	372
2022 Q4	$303K	Buy	3,093 +142	+5%	+$13.5K	0.03%	357
2022 Q3	$245K	Hold	2,951	–	–	0.03%	385
2022 Q2	$258K	Sell	2,951 -78	-3%	-$7.35K	0.03%	397
2022 Q1	$312K	Buy	3,029 +770	+34%	+$78.2K	0.03%	363
2021 Q4	$239K	Hold	2,259	–	–	0.02%	423
2021 Q3	$221K	Buy	2,259 +1	+0%	+$103	0.03%	418
2021 Q2	$231K	Buy	+2,258	New	+$231K	0.03%	396
2015 Q2	–	Sell	-3,604	Closed	-$201K	–	346
2015 Q1	$201K	Buy	+3,604	New	+$203K	0.05%	305

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

Essex Financial Services's XLI Position: Q1 2026 in Review

Essex Financial Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 14% in Q1 2026, buying an estimated $163K and bringing the position to 7,661 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #241.

Essex Financial Services first reported a position in XLI in Q1 2015 and has held it in 21 quarters since. The position peaked at $1.65M in Q3 2024. 1,555 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Essex Financial Services held 7,661 shares of State Street Industrial Select Sector SPDR ETF worth $1.24M as of Q1 2026.
Essex Financial Services bought 970 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $163K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Essex Financial Services's portfolio in Q1 2026, its #241 holding.
Essex Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2015 and has held it in 21 quarters since.
Essex Financial Services's State Street Industrial Select Sector SPDR ETF position peaked at $1.65M in Q3 2024.
1,555 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.