Grandfield & Dodd’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Grandfield & Dodd’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	$222K	Buy	+1,200	New	+$209K	0.01%	207
2025 Q3	–	Sell	-1,500	Closed	-$221K	–	215
2025 Q2	$221K	Buy	+1,500	New	+$205K	0.01%	206
2024 Q4	–	Sell	-1,500	Closed	-$203K	–	211
2024 Q3	$203K	Buy	+1,500	New	+$191K	0.01%	206
2023 Q1	–	Sell	-2,203	Closed	-$216K	–	195
2022 Q4	$216K	Buy	+2,203	New	+$210K	0.02%	182
2022 Q2	–	Sell	-2,129	Closed	-$220K	–	205
2022 Q1	$220K	Hold	2,129	–	–	0.01%	197
2021 Q4	$230K	Buy	+2,129	New	+$221K	0.01%	194

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

Grandfield & Dodd's XLI Position: Q2 2026 in Review

Grandfield & Dodd opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,200 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #207 among its holdings. This is a return to the name: Grandfield & Dodd previously reported a position in XLI as recently as Q2 2025.

Grandfield & Dodd first reported a position in XLI in Q4 2021 and has held it in 6 quarters since. The position peaked at $230K in Q4 2021. 1,658 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Grandfield & Dodd held 1,200 shares of State Street Industrial Select Sector SPDR ETF worth $222K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Grandfield & Dodd position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Grandfield & Dodd's portfolio in Q2 2026, its #207 holding.
Grandfield & Dodd first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 6 quarters since.
Grandfield & Dodd's State Street Industrial Select Sector SPDR ETF position peaked at $230K in Q4 2021.
1,658 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Grandfield & Dodd's 13F filing for Q2 2026, filed 7 Aug 2026.