JM2 Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

JM2 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 Q3	$649K	Buy	3,887 +68	+2%	+$12.1K	0.43%	56
2026 Q2	$707K	Hold	3,819	–	–	0.49%	50
2026 Q1	$618K	Buy	3,819 +140	+4%	+$23.5K	0.51%	57
2025 Q4	$571K	Buy	+3,679	New	+$566K	0.46%	58

Other funds holding XLI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

JM2 Capital's XLI Position: Q3 2026 in Review

JM2 Capital increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.8% in Q3 2026, buying an estimated $12.1K and bringing the position to 3,887 shares worth $649K. The position accounts for 0.43% of the portfolio, ranked #56.

JM2 Capital first reported a position in XLI in Q4 2025 and has held it in 4 quarters since. The position peaked at $707K in Q2 2026. 1,429 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

JM2 Capital held 3,887 shares of State Street Industrial Select Sector SPDR ETF worth $649K as of Q3 2026.
JM2 Capital bought 68 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $12.1K.
State Street Industrial Select Sector SPDR ETF made up 0.43% of JM2 Capital's portfolio in Q3 2026, its #56 holding.
JM2 Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
JM2 Capital's State Street Industrial Select Sector SPDR ETF position peaked at $707K in Q2 2026.
1,429 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.