J.M. Forbes & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

J.M. Forbes & Co’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	$15.2M	Hold	82,117	–	–	1.2%	25
2026 Q1	$13.3M	Hold	82,117	–	–	1.12%	28
2025 Q4	$12.7M	Hold	82,117	–	–	1.03%	31
2025 Q3	$12.7M	Hold	82,117	–	–	1.05%	32
2025 Q2	$12.1M	Hold	82,117	–	–	1.11%	32
2025 Q1	$10.8M	Sell	82,117 -1,256	-2%	-$170K	1.04%	33
2024 Q4	$11M	Sell	83,373 -43	-0.1%	-$5.93K	1.06%	34
2024 Q3	$11.3M	Hold	83,416	–	–	1.1%	33
2024 Q2	$10.2M	Sell	83,416 -462	-0.6%	-$56.9K	1.04%	33
2024 Q1	$10.6M	Hold	83,878	–	–	1.15%	32
2023 Q4	$9.56M	Sell	83,878 -938	-1%	-$98.4K	1.11%	35
2023 Q3	$8.6M	Sell	84,816 -977	-1%	-$105K	1.12%	34
2023 Q2	$9.21M	Buy	+85,793	New	+$8.64M	1.15%	32

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

J.M. Forbes & Co's XLI Position: Q2 2026 in Review

J.M. Forbes & Co held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 82,117 shares worth $15.2M. The position accounts for 1.2% of the portfolio, ranked #25.

J.M. Forbes & Co first reported a position in XLI in Q2 2023 and has held it in 13 quarters since. 1,652 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

J.M. Forbes & Co held 82,117 shares of State Street Industrial Select Sector SPDR ETF worth $15.2M as of Q2 2026.
J.M. Forbes & Co left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 1.2% of J.M. Forbes & Co's portfolio in Q2 2026, its #25 holding.
J.M. Forbes & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
1,652 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.