Lyell Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.82M | Buy |
60,703
+3,331
| +6% | +$559K | 0.72% | 48 |
|
|
2025
Q4 | $8.9M | Sell |
57,372
-829
| -1% | -$128K | 0.64% | 54 |
|
|
2025
Q3 | $8.98M | Buy |
58,201
+115
| +0.2% | +$17.4K | 0.67% | 55 |
|
|
2025
Q2 | $8.57M | Buy |
58,086
+1,335
| +2% | +$182K | 0.68% | 55 |
|
|
2025
Q1 | $7.44M | Buy |
56,751
+2,998
| +6% | +$405K | 0.7% | 55 |
|
|
2024
Q4 | $7.08M | Sell |
53,753
-42
| -0.1% | -$5.79K | 0.63% | 53 |
|
|
2024
Q3 | $7.29M | Buy |
53,795
+232
| +0.4% | +$29.5K | 0.66% | 54 |
|
|
2024
Q2 | $6.53M | Sell |
53,563
-2,214
| -4% | -$273K | 0.62% | 54 |
|
|
2024
Q1 | $7.03M | Buy |
55,777
+2,133
| +4% | +$251K | 0.71% | 49 |
|
|
2023
Q4 | $6.11M | Buy |
53,644
+393
| +0.7% | +$41.2K | 0.7% | 51 |
|
|
2023
Q3 | $5.4M | Sell |
53,251
-120
| -0.2% | -$12.8K | 0.73% | 50 |
|
|
2023
Q2 | $5.73M | Sell |
53,371
-741
| -1% | -$74.6K | 0.73% | 49 |
|
|
2023
Q1 | $5.48M | Sell |
54,112
-3,370
| -6% | -$339K | 0.77% | 52 |
|
|
2022
Q4 | $5.65M | Sell |
57,482
-382
| -0.7% | -$36.4K | 0.89% | 43 |
|
|
2022
Q3 | $4.79M | Buy |
57,864
+74
| +0.1% | +$6.81K | 0.82% | 46 |
|
|
2022
Q2 | $5.05M | Buy |
57,790
+365
| +0.6% | +$34.4K | 0.82% | 41 |
|
|
2022
Q1 | $5.91M | Buy |
57,425
+380
| +0.7% | +$38.6K | 0.76% | 44 |
|
|
2021
Q4 | $6.04M | Buy |
57,045
+3,480
| +6% | +$361K | 0.69% | 54 |
|
|
2021
Q3 | $5.24M | Buy |
53,565
+3,227
| +6% | +$331K | 0.64% | 55 |
|
|
2021
Q2 | $5.16M | Buy |
50,338
+4,415
| +10% | +$452K | 0.64% | 56 |
|
|
2021
Q1 | $4.52M | Buy |
45,923
+9,853
| +27% | +$902K | 0.66% | 58 |
|
|
2020
Q4 | $3.19M | Buy |
36,070
+10,421
| +41% | +$878K | 0.51% | 63 |
|
|
2020
Q3 | $1.97M | Buy |
25,649
+21,526
| +522% | +$1.61M | 0.37% | 67 |
|
|
2020
Q2 | $283K | Sell |
4,123
-17,310
| -81% | -$1.12M | 0.06% | 108 |
|
|
2020
Q1 | $1.26M | Sell |
21,433
-1,015
| -5% | -$76.5K | 0.38% | 67 |
|
|
2019
Q4 | $1.83M | Buy |
22,448
+1,115
| +5% | +$89K | 0.49% | 62 |
|
|
2019
Q3 | $1.66M | Buy |
21,333
+440
| +2% | +$33.8K | 0.5% | 60 |
|
|
2019
Q2 | $1.62M | Buy |
20,893
+975
| +5% | +$74.1K | 0.49% | 59 |
|
|
2019
Q1 | $1.49M | Buy |
19,918
+1,911
| +11% | +$138K | 0.5% | 60 |
|
|
2018
Q4 | $1.16M | Sell |
18,007
-205
| -1% | -$14.5K | 0.48% | 60 |
|
|
2018
Q3 | $1.43M | Buy |
18,212
+20
| +0.1% | +$1.52K | 0.48% | 61 |
|
|
2018
Q2 | $1.3M | Buy |
18,192
+345
| +2% | +$25.6K | 0.48% | 65 |
|
|
2018
Q1 | $1.33M | Buy |
17,847
+1,770
| +11% | +$136K | 0.49% | 63 |
|
|
2017
Q4 | $1.22M | Buy |
16,077
+5,370
| +50% | +$391K | 0.48% | 64 |
|
|
2017
Q3 | $760K | Buy |
+10,707
| New | +$736K | 0.33% | 73 |
|
Other funds holding XLI
MMH
MIFH
Lyell Wealth Management's XLI Position: Q1 2026 in Review
Lyell Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.8% in Q1 2026, buying an estimated $559K and bringing the position to 60,703 shares worth $9.82M. The position accounts for 0.72% of the portfolio, ranked #48.
Lyell Wealth Management first reported a position in XLI in Q3 2017 and has held it in 35 quarters since. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.
- Lyell Wealth Management held 60,703 shares of State Street Industrial Select Sector SPDR ETF worth $9.82M as of Q1 2026.
- Lyell Wealth Management bought 3,331 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $559K.
- State Street Industrial Select Sector SPDR ETF made up 0.72% of Lyell Wealth Management's portfolio in Q1 2026, its #48 holding.
- Lyell Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2017 and has held it in 35 quarters since.
- 1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.