Jim Simons’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Jim Simons’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	$109M	Buy	674,600 +568,300	+535%	+$95.4M	0.17%	134
2025 Q4	$16.5M	Buy	+106,300	New	+$16.4M	0.03%	695
2025 Q3	–	Sell	-206,600	Closed	-$30.5M	–	3999
2025 Q2	$30.5M	Buy	+206,600	New	+$28.2M	0.04%	533
2025 Q1	–	Sell	-27,400	Closed	-$3.61M	–	3892
2024 Q4	$3.61M	Sell	27,400 -102,500	-79%	-$14.1M	0.01%	1649
2024 Q3	$17.6M	Buy	129,900 +60,300	+87%	+$7.66M	0.03%	740
2024 Q2	$8.48M	Buy	+69,600	New	+$8.58M	0.01%	1016
2024 Q1	–	Sell	-133,700	Closed	-$15.2M	–	4133
2023 Q4	$15.2M	Buy	133,700 +107,600	+412%	+$11.3M	0.02%	739
2023 Q3	$2.65M	Sell	26,100 -113,700	-81%	-$12.2M	﹤0.01%	1695
2023 Q2	$15M	Buy	139,800 +103,900	+289%	+$10.5M	0.02%	816
2023 Q1	$3.63M	Buy	+35,900	New	+$3.61M	﹤0.01%	1668
2022 Q4	–	Sell	-35,000	Closed	-$2.9M	–	4464
2022 Q3	$2.9M	Sell	35,000 -80,400	-70%	-$7.4M	﹤0.01%	1783
2022 Q2	$10.1M	Buy	+115,400	New	+$10.9M	0.01%	1102
2022 Q1	–	Sell	-155,800	Closed	-$16.5M	–	4528
2021 Q4	$16.5M	Buy	+155,800	New	+$16.2M	0.02%	812
2021 Q3	–	Sell	-249,300	Closed	-$25.5M	–	3905
2021 Q2	$25.5M	Buy	249,300 +75,400	+43%	+$7.73M	0.03%	606
2021 Q1	$17.1M	Buy	173,900 +146,300	+530%	+$13.4M	0.02%	863
2020 Q4	$2.44M	Sell	27,600 -85,500	-76%	-$7.2M	﹤0.01%	1997
2020 Q3	$8.71M	Sell	113,100 -14,800	-12%	-$1.11M	0.01%	1238
2020 Q2	$8.79M	Buy	127,900 +116,300	+1,003%	+$7.54M	0.01%	1301
2020 Q1	$685K	Sell	11,600 -11,200	-49%	-$844K	﹤0.01%	2609
2019 Q4	$1.86M	Sell	22,800 -61,992	-73%	-$4.95M	﹤0.01%	2364
2019 Q3	$6.58M	Sell	84,792 -42,800	-34%	-$3.28M	0.01%	1649
2019 Q2	$9.88M	Buy	127,592 +117,992	+1,229%	+$8.97M	0.01%	1427
2019 Q1	$720K	Buy	+9,600	New	+$695K	﹤0.01%	2808
2018 Q4	–	Sell	-118,000	Closed	-$9.25M	–	3656
2018 Q3	$9.25M	Buy	+118,000	New	+$8.99M	0.01%	1409
2018 Q2	–	Sell	-111,500	Closed	-$8.28M	–	3570
2018 Q1	$8.28M	Buy	111,500 +21,800	+24%	+$1.68M	0.01%	1485
2017 Q4	$6.79M	Sell	89,700 -60,800	-40%	-$4.42M	0.01%	1617
2017 Q3	$10.7M	Buy	+150,500	New	+$10.4M	0.01%	1286
2017 Q2	–	Sell	-44,300	Closed	-$2.88M	–	3391
2017 Q1	$2.88M	Buy	44,300 +11,200	+34%	+$724K	﹤0.01%	2032
2016 Q4	$2.06M	Sell	33,100 -73,000	-69%	-$4.4M	﹤0.01%	2222
2016 Q3	$6.19M	Sell	106,100 -10,800	-9%	-$627K	0.01%	1465
2016 Q2	$6.55M	Buy	116,900 +38,800	+50%	+$2.16M	0.01%	1432
2016 Q1	$4.33M	Buy	+78,100	New	+$4.04M	0.01%	1734
2015 Q4	–	Sell	-12,400	Closed	-$619K	–	3453
2015 Q3	$619K	Buy	+12,400	New	+$653K	﹤0.01%	2560
2014 Q2	–	Sell	-86,900	Closed	-$4.55M	–	3006
2014 Q1	$4.55M	Buy	86,900 +64,300	+285%	+$3.3M	0.01%	1312
2013 Q4	$1.18M	Sell	22,600 -12,000	-35%	-$590K	﹤0.01%	1997
2013 Q3	$1.61M	Sell	34,600 -21,100	-38%	-$954K	﹤0.01%	1781
2013 Q2	$2.38M	Buy	+55,700	New	+$2.36M	0.01%	1483

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 $445B AUM 25.58% 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 $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jim Simons's XLI Position: Q1 2026 in Review

Jim Simons increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 535% in Q1 2026, buying an estimated $95.4M and bringing the position to 674,600 shares worth $109M. The position accounts for 0.17% of the portfolio, ranked #134.

Jim Simons first reported a position in XLI in Q2 2013 and has held it in 37 quarters since. 1,560 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Jim Simons held 674,600 shares of State Street Industrial Select Sector SPDR ETF worth $109M as of Q1 2026.
Jim Simons bought 568,300 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $95.4M.
State Street Industrial Select Sector SPDR ETF made up 0.17% of Jim Simons's portfolio in Q1 2026, its #134 holding.
Jim Simons first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 37 quarters since.
1,560 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.