Harmony Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Harmony Asset Management’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	–	Sell	-1,964	Closed	-$305K	–	203
2025 Q4	$305K	Sell	1,964 -9	-0.5%	-$1.39K	0.1%	145
2025 Q3	$304K	Hold	1,973	–	–	0.1%	139
2025 Q2	$291K	Sell	1,973 -114	-5%	-$15.6K	0.11%	141
2025 Q1	$274K	Sell	2,087 -25	-1%	-$3.38K	0.11%	136
2024 Q4	$278K	Buy	+2,112	New	+$291K	0.11%	140

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

Harmony Asset Management's XLI Position: Q1 2026 in Review

Harmony Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 1,964 shares — an estimated $305K sold.

Harmony Asset Management first reported a position in XLI in Q4 2024 and held it in 5 quarters. The position peaked at $305K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Harmony Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Harmony Asset Management sold 1,964 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $305K.
Harmony Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Harmony Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $305K in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Harmony Asset Management's 13F filing for Q1 2026, filed 5 May 2026.