Lowe Brockenbrough & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Lowe Brockenbrough & Co’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	$48.5K	Hold	300	–	–	﹤0.01%	298
2025 Q4	$46.5K	Hold	300	–	–	﹤0.01%	300
2025 Q3	$46.3K	Hold	300	–	–	﹤0.01%	307
2025 Q2	$44.3K	Buy	+300	New	+$40.9K	﹤0.01%	298

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

Lowe Brockenbrough & Co's XLI Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 300 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Lowe Brockenbrough & Co first reported a position in XLI in Q2 2025 and has held it in 4 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Lowe Brockenbrough & Co held 300 shares of State Street Industrial Select Sector SPDR ETF worth $48.5K as of Q1 2026.
Lowe Brockenbrough & Co left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #298 holding.
Lowe Brockenbrough & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.