Keel Point’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Keel Point’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	$1.12M	Buy	6,946 +3,131	+82%	+$526K	0.07%	149
2025 Q4	$592K	Sell	3,815 -162	-4%	-$24.9K	0.04%	261
2025 Q3	$613K	Sell	3,977 -1	-0%	-$151	0.04%	256
2025 Q2	$587K	Sell	3,978 -7,183	-64%	-$980K	0.04%	259
2025 Q1	$1.46M	Sell	11,161 -8,861	-44%	-$1.2M	0.11%	116
2024 Q4	$2.64M	Buy	20,022 +17,593	+724%	+$2.43M	0.21%	82
2024 Q3	$329K	Buy	2,429 +183	+8%	+$23.3K	0.03%	311
2024 Q2	$281K	Buy	2,246 +242	+12%	+$29.8K	0.03%	331
2024 Q1	$252K	Buy	+2,004	New	+$236K	0.03%	323
2023 Q1	–	Sell	-9,778	Closed	-$960K	–	326
2022 Q4	$960K	Buy	9,778 +2	+0%	+$190	0.15%	109
2022 Q3	$810K	Buy	9,776 +2	+0%	+$184	0.14%	105
2022 Q2	$956K	Buy	9,774 +2	+0%	+$189	0.15%	104
2022 Q1	$1.01M	Sell	9,772 -1,901	-16%	-$193K	0.15%	98
2021 Q4	$1.24M	Sell	11,673 -148	-1%	-$15.4K	0.14%	96
2021 Q3	$1.16M	Sell	11,821 -360	-3%	-$37K	0.15%	103
2021 Q2	$1.25M	Buy	12,181 +527	+5%	+$54K	0.14%	109
2021 Q1	$1.15M	Sell	11,654 -34,232	-75%	-$3.13M	0.11%	119
2020 Q4	$4.06M	Buy	45,886 +2,455	+6%	+$207K	0.36%	43
2020 Q3	$3.34M	Buy	+43,431	New	+$3.25M	0.3%	44
2020 Q2	–	Sell	-5,162	Closed	-$305K	–	208
2020 Q1	$305K	Buy	5,162 +1,791	+53%	+$135K	0.04%	139
2019 Q4	$275K	Buy	+3,371	New	+$269K	0.03%	164
2019 Q1	–	Sell	-7,493	Closed	-$483K	–	218
2018 Q4	$483K	Sell	7,493 -120,218	-94%	-$8.52M	0.07%	126
2018 Q3	$10M	Buy	+127,711	New	+$9.73M	1.24%	22
2017 Q2	–	Sell	-149,815	Closed	-$9.75M	–	167
2017 Q1	$9.75M	Buy	149,815 +24,750	+20%	+$1.6M	1.97%	13
2016 Q4	$7.78M	Buy	125,065 +121,557	+3,465%	+$7.32M	1.75%	16
2016 Q3	$205K	Sell	3,508 -112,015	-97%	-$6.51M	0.08%	126
2016 Q2	$6.47M	Buy	115,523 +14,644	+15%	+$816K	2.79%	7
2016 Q1	$5.6M	Buy	+100,879	New	+$5.21M	2.82%	6

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

Keel Point's XLI Position: Q1 2026 in Review

Keel Point increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 82% in Q1 2026, buying an estimated $526K and bringing the position to 6,946 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #149.

Keel Point first reported a position in XLI in Q1 2016 and has held it in 28 quarters since. The position peaked at $10M in Q3 2018. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Keel Point held 6,946 shares of State Street Industrial Select Sector SPDR ETF worth $1.12M as of Q1 2026.
Keel Point bought 3,131 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $526K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Keel Point's portfolio in Q1 2026, its #149 holding.
Keel Point first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2016 and has held it in 28 quarters since.
Keel Point's State Street Industrial Select Sector SPDR ETF position peaked at $10M in Q3 2018.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.