Matrix Private Capital Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Matrix Private Capital Group’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	$41.7K	Hold	225	–	–	0.02%	121
2026 Q1	$36.4K	Buy	+225	New	+$37.8K	0.02%	121
2023 Q4	–	Sell	-146	Closed	-$14.8K	–	174
2023 Q3	$14.8K	Sell	146 -322	-69%	-$34.5K	0.01%	156
2023 Q2	$50.2K	Sell	468 -2,514	-84%	-$253K	0.04%	139
2023 Q1	$302K	Sell	2,982 -3,516	-54%	-$354K	0.21%	83
2022 Q4	$638K	Sell	6,498 -289	-4%	-$27.5K	0.42%	55
2022 Q3	$562K	Sell	6,787 -547	-7%	-$50.4K	0.38%	55
2022 Q2	$641K	Buy	7,334 +2,437	+50%	+$230K	0.37%	64
2022 Q1	$504K	Sell	4,897 -439	-8%	-$44.6K	0.25%	81
2021 Q4	$565K	Buy	5,336 +5,121	+2,382%	+$532K	0.27%	82
2021 Q3	$21K	Buy	215 +173	+412%	+$17.8K	0.01%	226
2021 Q2	$4K	Buy	+42	New	+$4.3K	﹤0.01%	239

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

Matrix Private Capital Group's XLI Position: Q2 2026 in Review

Matrix Private Capital Group held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 225 shares worth $41.7K. The position accounts for 0.02% of the portfolio, ranked #121.

Matrix Private Capital Group first reported a position in XLI in Q2 2021 and has held it in 12 quarters since. The position peaked at $641K in Q2 2022. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Matrix Private Capital Group held 225 shares of State Street Industrial Select Sector SPDR ETF worth $41.7K as of Q2 2026.
Matrix Private Capital Group left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Matrix Private Capital Group's portfolio in Q2 2026, its #121 holding.
Matrix Private Capital Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 12 quarters since.
Matrix Private Capital Group's State Street Industrial Select Sector SPDR ETF position peaked at $641K in Q2 2022.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.