JSF Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

JSF Financial’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	–	Sell	-1,578	Closed	-$245K	–	136
2025 Q4	$245K	Buy	1,578 +159	+11%	+$24.5K	0.05%	116
2025 Q3	$219K	Sell	1,419 -55,862	-98%	-$8.46M	0.05%	123
2025 Q2	$8.45M	Buy	57,281 +1,124	+2%	+$153K	2.01%	12
2025 Q1	$7.36M	Buy	+56,157	New	+$7.59M	1.94%	11
2023 Q2	–	Sell	-5,480	Closed	-$554K	–	123
2023 Q1	$554K	Buy	+5,480	New	+$551K	0.21%	69

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

JSF Financial's XLI Position: Q1 2026 in Review

JSF Financial sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 1,578 shares — an estimated $245K sold.

JSF Financial first reported a position in XLI in Q1 2023 and held it in 5 quarters. The position peaked at $8.45M in Q2 2025. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

JSF Financial reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
JSF Financial sold 1,578 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $245K.
JSF Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and held it in 5 quarters.
JSF Financial's State Street Industrial Select Sector SPDR ETF position peaked at $8.45M in Q2 2025.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.