J. Safra Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

J. Safra 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	$53.1M	Buy	328,187 +570	+0.2%	+$95.7K	2.86%	12
2025 Q4	$50.8M	Buy	327,617 +19,487	+6%	+$3M	2.67%	11
2025 Q3	$47.5M	Buy	308,130 +9,334	+3%	+$1.41M	2.89%	12
2025 Q2	$44.1M	Buy	298,796 +3,457	+1%	+$472K	3.07%	12
2025 Q1	$38.7M	Buy	295,339 +6,135	+2%	+$829K	3.15%	13
2024 Q4	$38.2M	Sell	289,204 -78,635	-21%	-$10.8M	3.1%	12
2024 Q3	$49.6M	Buy	367,839 +5,651	+2%	+$718K	4.71%	8
2024 Q2	$44.1M	Buy	362,188 +5,085	+1%	+$627K	4.45%	10
2024 Q1	$45M	Buy	357,103 +137,374	+63%	+$16.2M	5.09%	8
2023 Q4	$25M	Sell	219,729 -11,369	-5%	-$1.19M	3.52%	8
2023 Q3	$23.4M	Sell	231,098 -2,095	-0.9%	-$224K	3.41%	8
2023 Q2	$25M	Buy	+233,193	New	+$23.5M	3.47%	8

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

J. Safra Asset Management's XLI Position: Q1 2026 in Review

J. Safra Asset Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.17% in Q1 2026, buying an estimated $95.7K and bringing the position to 328,187 shares worth $53.1M. The position accounts for 2.86% of the portfolio, ranked #12.

J. Safra Asset Management first reported a position in XLI in Q2 2023 and has held it in 12 quarters since. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

J. Safra Asset Management held 328,187 shares of State Street Industrial Select Sector SPDR ETF worth $53.1M as of Q1 2026.
J. Safra Asset Management bought 570 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $95.7K.
State Street Industrial Select Sector SPDR ETF made up 2.86% of J. Safra Asset Management's portfolio in Q1 2026, its #12 holding.
J. Safra Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.