Regatta Research & Money Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Regatta Research & Money Management’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	$31.5K	Buy	+171	New	+$29.7K	0.03%	336

Other funds holding XLI

JP Morgan Chase New York $1.81T AUM 41.13% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Regatta Research & Money Management's XLI Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 171 shares worth $31.5K. The stake represents 0.03% of the portfolio and ranks #336 among its holdings.

1,358 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Regatta Research & Money Management held 171 shares of State Street Industrial Select Sector SPDR ETF worth $31.5K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Regatta Research & Money Management position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #336 holding.
1,358 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.