Gallagher Fiduciary Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Gallagher Fiduciary Advisors’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	$307K	Buy	1,899 +595	+46%	+$99.9K	0.01%	266
2025 Q4	$202K	Buy	+1,304	New	+$201K	0.01%	318
2025 Q3	–	Sell	-7,839	Closed	-$1.16M	–	350
2025 Q2	$1.16M	Sell	7,839 -168	-2%	-$22.9K	0.04%	67
2025 Q1	$1.05M	Sell	8,007 -12	-0.1%	-$1.62K	0.03%	84
2024 Q4	$1.06M	Buy	8,019 +597	+8%	+$82.3K	0.21%	60
2024 Q3	$1.01M	Sell	7,422 -3,303	-31%	-$420K	0.2%	56
2024 Q2	$1.31M	Sell	10,725 -90	-0.8%	-$11.1K	0.29%	42
2024 Q1	$1.36M	Sell	10,815 -687	-6%	-$80.8K	0.05%	45
2023 Q4	$1.31M	Sell	11,502 -385	-3%	-$40.4K	0.05%	47
2023 Q3	$1.21M	Sell	11,887 -513	-4%	-$54.9K	0.11%	40
2023 Q2	$1.33M	Sell	12,400 -32	-0.3%	-$3.22K	0.1%	46
2023 Q1	$1.26M	Buy	+12,432	New	+$1.25M	0.1%	48

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

Gallagher Fiduciary Advisors's XLI Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 46% in Q1 2026, buying an estimated $99.9K and bringing the position to 1,899 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #266.

Gallagher Fiduciary Advisors first reported a position in XLI in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.36M in Q1 2024. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Gallagher Fiduciary Advisors held 1,899 shares of State Street Industrial Select Sector SPDR ETF worth $307K as of Q1 2026.
Gallagher Fiduciary Advisors bought 595 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $99.9K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #266 holding.
Gallagher Fiduciary Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
Gallagher Fiduciary Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.36M in Q1 2024.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.