Grimes & Company’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Grimes & Company’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	$62.2M	Buy	335,833 +172,608	+106%	+$30M	1.35%	14
2026 Q1	$26.4M	Buy	163,225 +24,483	+18%	+$4.11M	0.73%	24
2025 Q4	$21.5M	Buy	138,742 +2,266	+2%	+$349K	0.51%	38
2025 Q3	$21M	Sell	136,476 -126,600	-48%	-$19.2M	0.52%	39
2025 Q2	$38.8M	Sell	263,076 -4,591	-2%	-$626K	1.06%	18
2025 Q1	$35.1M	Buy	267,667 +116,824	+77%	+$15.8M	1.08%	16
2024 Q4	$19.9M	Sell	150,843 -80,238	-35%	-$11.1M	0.57%	40
2024 Q3	$31.3M	Buy	+231,081	New	+$29.4M	0.85%	22
2024 Q2	–	Sell	-172,574	Closed	-$21.7M	–	362
2024 Q1	$21.7M	Buy	172,574 +59,345	+52%	+$6.98M	0.67%	36
2023 Q4	$12.9M	Buy	113,229 +27,444	+32%	+$2.88M	0.43%	54
2023 Q3	$8.7M	Sell	85,785 -257,649	-75%	-$27.6M	0.34%	67
2023 Q2	$36.9M	Buy	343,434 +117,840	+52%	+$11.9M	1.31%	15
2023 Q1	$22.8M	Buy	225,594 +5,383	+2%	+$541K	0.94%	19
2022 Q4	$21.6M	Buy	+220,211	New	+$21M	0.91%	16
2022 Q2	–	Sell	-246,725	Closed	-$25.4M	–	304
2022 Q1	$25.4M	Buy	246,725 +6,797	+3%	+$690K	1.33%	14
2021 Q4	$25.4M	Buy	239,928 +13,172	+6%	+$1.37M	1.16%	16
2021 Q3	$22.2M	Buy	226,756 +3,963	+2%	+$407K	0.97%	22
2021 Q2	$22.8M	Sell	222,793 -70,535	-24%	-$7.23M	0.99%	22
2021 Q1	$28.9M	Buy	293,328 +3,077	+1%	+$282K	1.39%	16
2020 Q4	$25.7M	Buy	290,251 +20,206	+7%	+$1.7M	1.34%	18
2020 Q3	$20.8M	Buy	270,045 +25,090	+10%	+$1.88M	1.33%	16
2020 Q2	$16.8M	Buy	244,955 +210,297	+607%	+$13.6M	1.17%	20
2020 Q1	$2.04M	Sell	34,658 -219,012	-86%	-$16.5M	0.19%	89
2019 Q4	$20.7M	Buy	253,670 +239,617	+1,705%	+$19.1M	1.35%	19
2019 Q3	$1.09M	Buy	+14,053	New	+$1.08M	0.08%	127
2019 Q2	–	Sell	-208,983	Closed	-$15.7M	–	264
2019 Q1	$15.7M	Buy	+208,983	New	+$15.1M	1.23%	22

Other funds holding XLI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Grimes & Company's XLI Position: Q2 2026 in Review

Grimes & Company increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 106% in Q2 2026, buying an estimated $30M and bringing the position to 335,833 shares worth $62.2M. The position accounts for 1.35% of the portfolio, ranked #14.

Grimes & Company first reported a position in XLI in Q1 2019 and has held it in 26 quarters since. 766 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Grimes & Company held 335,833 shares of State Street Industrial Select Sector SPDR ETF worth $62.2M as of Q2 2026.
Grimes & Company bought 172,608 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $30M.
State Street Industrial Select Sector SPDR ETF made up 1.35% of Grimes & Company's portfolio in Q2 2026, its #14 holding.
Grimes & Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and has held it in 26 quarters since.
766 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.