Legacy Capital Group California’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Legacy Capital Group California’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	$771K	Sell	4,766 -1,013	-18%	-$170K	0.29%	106
2025 Q4	$896K	Buy	5,779 +294	+5%	+$45.2K	0.22%	120
2025 Q3	$846K	Buy	5,485 +910	+20%	+$138K	0.22%	124
2025 Q2	$675K	Buy	4,575 +769	+20%	+$105K	0.19%	137
2025 Q1	$499K	Buy	3,806 +760	+25%	+$103K	0.17%	169
2024 Q4	$401K	Buy	3,046 +657	+28%	+$90.6K	0.12%	207
2024 Q3	$324K	Buy	+2,389	New	+$304K	0.11%	213

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 Capital Group California's XLI Position: Q1 2026 in Review

Legacy Capital Group California reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 18% in Q1 2026, selling an estimated $170K and leaving 4,766 shares worth $771K. The position accounts for 0.29% of the portfolio, ranked #106.

Legacy Capital Group California first reported a position in XLI in Q3 2024 and has held it in 7 quarters since. The position peaked at $896K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Legacy Capital Group California held 4,766 shares of State Street Industrial Select Sector SPDR ETF worth $771K as of Q1 2026.
Legacy Capital Group California sold 1,013 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $170K.
State Street Industrial Select Sector SPDR ETF made up 0.29% of Legacy Capital Group California's portfolio in Q1 2026, its #106 holding.
Legacy Capital Group California first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Legacy Capital Group California's State Street Industrial Select Sector SPDR ETF position peaked at $896K in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.