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XLI icon

Lee, Danner & Bass’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Lee, Danner & Bass’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 		$262K Sell
1,413
-60
-4% -$10.4K 0.02% 226
2026
Q1 		$238K Sell
1,473
-200
-12% -$33.6K 0.02% 228
2025
Q4 		$260K Buy
1,673
+75
+5% +$11.5K 0.02% 213
2025
Q3 		$246K Buy
+1,598
New +$242K 0.02% 215
2025
Q1 		– Sell
-1,409
Closed -$186K – 721
2024
Q4 		$186K Buy
+1,409
New +$194K 0.01% 226

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lee, Danner & Bass's XLI Position: Q2 2026 in Review

Lee, Danner & Bass reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.1% in Q2 2026, selling an estimated $10.4K and leaving 1,413 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #226.

Lee, Danner & Bass first reported a position in XLI in Q4 2024 and has held it in 5 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Lee, Danner & Bass held 1,413 shares of State Street Industrial Select Sector SPDR ETF worth $262K as of Q2 2026.
  • Lee, Danner & Bass sold 60 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4K.
  • State Street Industrial Select Sector SPDR ETF made up 0.02% of Lee, Danner & Bass's portfolio in Q2 2026, its #226 holding.
  • Lee, Danner & Bass first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.