Keebeck Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Keebeck Wealth 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	$2.54M	Sell	15,724 -6,250	-28%	-$1.05M	0.29%	94
2025 Q4	$3.41M	Sell	21,974 -1,037	-5%	-$160K	0.39%	75
2025 Q3	$3.55M	Sell	23,011 -1	-0%	-$151	0.42%	68
2025 Q2	$3.39M	Hold	23,012	–	–	0.44%	63
2025 Q1	$3.02M	Sell	23,012 -6,601	-22%	-$892K	0.45%	64
2024 Q4	$3.9M	Hold	29,613	–	–	0.56%	52
2024 Q3	$4.01M	Sell	29,613 -1,281	-4%	-$163K	0.58%	50
2024 Q2	$3.77M	Sell	30,894 -12	-0%	-$1.48K	0.55%	50
2024 Q1	$3.89M	Sell	30,906 -392	-1%	-$46.1K	0.57%	52
2023 Q4	$3.57M	Sell	31,298 -6	-0%	-$630	0.59%	48
2023 Q3	$3.17M	Sell	31,304 -26,352	-46%	-$2.82M	0.55%	52
2023 Q2	$6.19M	Sell	57,656 -11	-0%	-$1.11K	0.85%	27
2023 Q1	$5.83M	Hold	57,667	–	–	0.94%	23
2022 Q4	$5.66M	Sell	57,667 -308	-0.5%	-$29.3K	0.99%	24
2022 Q3	$4.8M	Buy	57,975 +713	+1%	+$65.6K	0.93%	26
2022 Q2	$5M	Sell	57,262 -1,192	-2%	-$112K	0.96%	22
2022 Q1	$6.02M	Buy	58,454 +1,201	+2%	+$122K	1%	24
2021 Q4	$6.06M	Sell	57,253 -645	-1%	-$67K	1.08%	21
2021 Q3	$5.67M	Sell	57,898 -6,221	-10%	-$639K	1.12%	21
2021 Q2	$6.57M	Buy	64,119 +3,480	+6%	+$357K	0.95%	29
2021 Q1	$5.97M	Buy	60,639 +194	+0.3%	+$17.8K	0.93%	27
2020 Q4	$5.35M	Sell	60,445 -995	-2%	-$83.8K	0.93%	26
2020 Q3	$4.73M	Hold	61,440	–	–	0.98%	24
2020 Q2	$4.22M	Sell	61,440 -876	-1%	-$56.8K	1.33%	15
2020 Q1	$3.68M	Sell	62,316 -6,483	-9%	-$488K	1.53%	15
2019 Q4	$5.61M	Buy	+68,799	New	+$5.49M	1.78%	12

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

Keebeck Wealth Management's XLI Position: Q1 2026 in Review

Keebeck Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 28% in Q1 2026, selling an estimated $1.05M and leaving 15,724 shares worth $2.54M. The position accounts for 0.29% of the portfolio, ranked #94.

Keebeck Wealth Management first reported a position in XLI in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.57M in Q2 2021. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Keebeck Wealth Management held 15,724 shares of State Street Industrial Select Sector SPDR ETF worth $2.54M as of Q1 2026.
Keebeck Wealth Management sold 6,250 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.05M.
State Street Industrial Select Sector SPDR ETF made up 0.29% of Keebeck Wealth Management's portfolio in Q1 2026, its #94 holding.
Keebeck Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Keebeck Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $6.57M in Q2 2021.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.