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Grantvest Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Grantvest Financial Group’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 		$619K Buy
3,825
+127
+3% +$21.3K 0.4% 60
2025
Q4 		$574K Buy
3,698
+1,170
+46% +$180K 0.37% 66
2025
Q3 		$390K Buy
+2,528
New +$383K 0.27% 86

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Grantvest Financial Group's XLI Position: Q1 2026 in Review

Grantvest Financial Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.4% in Q1 2026, buying an estimated $21.3K and bringing the position to 3,825 shares worth $619K. The position accounts for 0.4% of the portfolio, ranked #60.

Grantvest Financial Group first reported a position in XLI in Q3 2025 and has held it in 3 quarters since. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Grantvest Financial Group held 3,825 shares of State Street Industrial Select Sector SPDR ETF worth $619K as of Q1 2026.
  • Grantvest Financial Group bought 127 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $21.3K.
  • State Street Industrial Select Sector SPDR ETF made up 0.4% of Grantvest Financial Group's portfolio in Q1 2026, its #60 holding.
  • Grantvest Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.