IEQ Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

IEQ Capital’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	$680K	Sell	3,674 -268	-7%	-$46.6K	﹤0.01%	1269
2026 Q1	$638K	Buy	3,942 +402	+11%	+$67.5K	﹤0.01%	1203
2025 Q4	$549K	Buy	3,540 +416	+13%	+$64K	﹤0.01%	1287
2025 Q3	$482K	Buy	3,124 +911	+41%	+$138K	﹤0.01%	1304
2025 Q2	$327K	Buy	2,213 +499	+29%	+$68.1K	﹤0.01%	1353
2025 Q1	$225K	Buy	+1,714	New	+$232K	﹤0.01%	1325
2024 Q2	–	Sell	-2,429	Closed	-$306K	–	1041
2024 Q1	$306K	Sell	2,429 -304	-11%	-$35.8K	﹤0.01%	768
2023 Q4	$312K	Sell	2,733 -11,430	-81%	-$1.2M	0.01%	719
2023 Q3	$1.44M	Buy	+14,163	New	+$1.52M	0.03%	316

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

IEQ Capital's XLI Position: Q2 2026 in Review

IEQ Capital reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.8% in Q2 2026, selling an estimated $46.6K and leaving 3,674 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

IEQ Capital first reported a position in XLI in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.44M in Q3 2023. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

IEQ Capital held 3,674 shares of State Street Industrial Select Sector SPDR ETF worth $680K as of Q2 2026.
IEQ Capital sold 268 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $46.6K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1269 holding.
IEQ Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 9 quarters since.
IEQ Capital's State Street Industrial Select Sector SPDR ETF position peaked at $1.44M in Q3 2023.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.