Legacy Bridge’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Legacy Bridge’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	$40.4K	Hold	250	–	–	0.02%	206
2025 Q4	$38.8K	Hold	250	–	–	0.02%	210
2025 Q3	$38.6K	Hold	250	–	–	0.02%	208
2025 Q2	$36.9K	Hold	250	–	–	0.02%	197
2025 Q1	$32.8K	Hold	250	–	–	0.02%	197
2024 Q4	$32.9K	Hold	250	–	–	0.02%	208
2024 Q3	$33.9K	Hold	250	–	–	0.02%	209
2024 Q2	$30.5K	Hold	250	–	–	0.02%	206
2024 Q1	$31.5K	Hold	250	–	–	0.02%	217
2023 Q4	$28.5K	Sell	250 -50	-17%	-$5.25K	0.02%	216
2023 Q3	$30.4K	Hold	300	–	–	0.02%	208
2023 Q2	$32.2K	Hold	300	–	–	0.02%	208
2023 Q1	$30.4K	Hold	300	–	–	0.02%	216
2022 Q4	$29.5K	Hold	300	–	–	0.02%	214
2022 Q3	$25K	Hold	300	–	–	0.02%	208
2022 Q2	$26K	Hold	300	–	–	0.02%	213
2022 Q1	$31K	Hold	300	–	–	0.02%	220
2021 Q4	$32K	Hold	300	–	–	0.02%	222
2021 Q3	$29K	Hold	300	–	–	0.02%	220
2021 Q2	$31K	Buy	+300	New	+$30.7K	0.02%	221

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

Legacy Bridge's XLI Position: Q1 2026 in Review

Legacy Bridge held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 250 shares worth $40.4K. The position accounts for 0.02% of the portfolio, ranked #206.

Legacy Bridge first reported a position in XLI in Q2 2021 and has held it in 20 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Legacy Bridge held 250 shares of State Street Industrial Select Sector SPDR ETF worth $40.4K as of Q1 2026.
Legacy Bridge left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Legacy Bridge's portfolio in Q1 2026, its #206 holding.
Legacy Bridge first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.