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

Essex LLC’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	$8.64M	Buy	46,631 +326	+0.7%	+$56.7K	1.31%	20
2026 Q1	$7.49M	Buy	46,305 +530	+1%	+$89K	1.32%	19
2025 Q4	$7.1M	Buy	45,775 +1,316	+3%	+$202K	1.26%	23
2025 Q3	$6.86M	Buy	44,459 +770	+2%	+$117K	1.24%	20
2025 Q2	$6.45M	Buy	43,689 +530	+1%	+$72.3K	1.27%	18
2025 Q1	$5.66M	Buy	43,159 +5,081	+13%	+$687K	1.23%	17
2024 Q4	$5.02M	Buy	38,078 +1,287	+3%	+$177K	1.05%	20
2024 Q3	$4.98M	Buy	36,791 +3,478	+10%	+$442K	1.02%	19
2024 Q2	$4.06M	Buy	33,313 +1,370	+4%	+$169K	0.91%	28
2024 Q1	$4.02M	Buy	31,943 +2,175	+7%	+$256K	0.93%	26
2023 Q4	$3.39M	Buy	29,768 +7,698	+35%	+$808K	0.84%	36
2023 Q3	$2.24M	Buy	22,070 +3,812	+21%	+$408K	0.63%	43
2023 Q2	$1.96M	Buy	18,258 +1,725	+10%	+$174K	0.55%	50
2023 Q1	$1.62M	Hold	16,533	–	–	0.49%	64
2022 Q4	$1.62M	Buy	16,533 +696	+4%	+$66.3K	0.49%	64
2022 Q3	$1.31M	Buy	15,837 +300	+2%	+$27.6K	0.43%	67
2022 Q2	$1.36M	Buy	15,537 +1,110	+8%	+$105K	0.42%	68
2022 Q1	$1.49M	Buy	14,427 +582	+4%	+$59.1K	0.4%	72
2021 Q4	$1.47M	Buy	13,845 +1,060	+8%	+$110K	0.39%	71
2021 Q3	$1.25M	Buy	+12,785	New	+$1.31M	0.35%	76

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

Essex LLC's XLI Position: Q2 2026 in Review

Essex LLC increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.7% in Q2 2026, buying an estimated $56.7K and bringing the position to 46,631 shares worth $8.64M. The position accounts for 1.31% of the portfolio, ranked #20.

Essex LLC first reported a position in XLI in Q3 2021 and has held it in 20 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Essex LLC held 46,631 shares of State Street Industrial Select Sector SPDR ETF worth $8.64M as of Q2 2026.
Essex LLC bought 326 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $56.7K.
State Street Industrial Select Sector SPDR ETF made up 1.31% of Essex LLC's portfolio in Q2 2026, its #20 holding.
Essex LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.