John Overdeck’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

John Overdeck’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	–	Sell	-3,600	Closed	-$582K	–	5487
2026 Q1	$582K	Buy	+3,600	New	+$604K	﹤0.01%	3637
2022 Q3	–	Sell	-4,200	Closed	-$367K	–	2876
2022 Q2	$367K	Buy	+4,200	New	+$396K	﹤0.01%	1946
2021 Q1	–	Sell	-21,500	Closed	-$1.9M	–	4302
2020 Q4	$1.9M	Buy	+21,500	New	+$1.81M	0.01%	1523
2020 Q2	–	Sell	-96,000	Closed	-$5.67M	–	3593
2020 Q1	$5.67M	Buy	96,000 +85,000	+773%	+$6.4M	0.05%	449
2019 Q4	$896K	Buy	+11,000	New	+$878K	﹤0.01%	2288
2019 Q3	–	Sell	-7,600	Closed	-$588K	–	3847
2019 Q2	$588K	Sell	7,600 -5,600	-42%	-$426K	﹤0.01%	2373
2019 Q1	$990K	Sell	13,200 -6,200	-32%	-$449K	﹤0.01%	1832
2018 Q4	$1.25M	Buy	+19,400	New	+$1.37M	﹤0.01%	1502
2018 Q3	–	Sell	-18,800	Closed	-$1.35M	–	3651
2018 Q2	$1.35M	Buy	18,800 +15,600	+488%	+$1.16M	﹤0.01%	1916
2018 Q1	$238K	Buy	+3,200	New	+$247K	﹤0.01%	2894
2016 Q3	–	Sell	-15,500	Closed	-$867K	–	3426
2016 Q2	$867K	Buy	+15,500	New	+$864K	﹤0.01%	1857

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

John Overdeck's XLI Position: Q2 2026 in Review

John Overdeck opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,530 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #4567 among its holdings. This is a return to the name: John Overdeck previously reported a position in XLI as recently as Q3 2025.

John Overdeck first reported a position in XLI in Q3 2013 and has held it in 34 quarters since. The position peaked at $128M in Q4 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

John Overdeck held 1,530 shares of State Street Industrial Select Sector SPDR ETF worth $283K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new John Overdeck position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4567 holding.
John Overdeck first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and has held it in 34 quarters since.
John Overdeck's State Street Industrial Select Sector SPDR ETF position peaked at $128M in Q4 2021.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.