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 Q2	$42.6K	Sell	230 -20	-8%	-$3.48K	0.01%	216
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Legacy Bridge's XLI Position: Q2 2026 in Review

Legacy Bridge reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 8% in Q2 2026, selling an estimated $3.48K and leaving 230 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #216.

Legacy Bridge first reported a position in XLI in Q2 2021 and has held it in 21 quarters since. 1,657 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Legacy Bridge held 230 shares of State Street Industrial Select Sector SPDR ETF worth $42.6K as of Q2 2026.
Legacy Bridge sold 20 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.48K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Legacy Bridge's portfolio in Q2 2026, its #216 holding.
Legacy Bridge first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
1,657 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.