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

KKM 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	$3.3M	Hold	21,290	–	–	0.59%	70
2025 Q4	$3.3M	Sell	21,290 -3,989	-16%	-$614K	0.59%	70
2025 Q3	$3.9M	Sell	25,279 -155	-0.6%	-$23.5K	1.23%	40
2025 Q2	$3.82M	Sell	25,434 -871	-3%	-$119K	1.33%	21
2025 Q1	$3.53M	Buy	26,305 +181	+0.7%	+$24.5K	1.49%	14
2024 Q4	$3.53M	Buy	26,124 +18,177	+229%	+$2.51M	1.47%	18
2024 Q3	$1.08M	Sell	7,947 -14,459	-65%	-$1.84M	0.53%	60
2024 Q2	$2.62M	Buy	22,406 +445	+2%	+$54.8K	1.24%	23
2024 Q1	$2.77M	Buy	21,961 +17,694	+415%	+$2.08M	1.35%	18
2023 Q4	$486K	Buy	+4,267	New	+$448K	0.31%	76

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

KKM Financial's XLI Position: Q1 2026 in Review

KKM Financial held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 21,290 shares worth $3.3M. The position accounts for 0.59% of the portfolio, ranked #70.

KKM Financial first reported a position in XLI in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.9M in Q3 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

KKM Financial held 21,290 shares of State Street Industrial Select Sector SPDR ETF worth $3.3M as of Q1 2026.
KKM Financial left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.59% of KKM Financial's portfolio in Q1 2026, its #70 holding.
KKM Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
KKM Financial's State Street Industrial Select Sector SPDR ETF position peaked at $3.9M in Q3 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.