Milestone Asset Management Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Milestone Asset Management 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 Q1	$247K	Sell	1,529 -10	-0.6%	-$1.68K	0.14%	111
2025 Q4	$239K	Sell	1,539 -10	-0.6%	-$1.54K	0.13%	115
2025 Q3	$239K	Buy	1,549 +5	+0.3%	+$757	0.15%	106
2025 Q2	$228K	Buy	1,544 +4	+0.3%	+$546	0.17%	97
2025 Q1	$202K	Sell	1,540 -442	-22%	-$59.7K	0.18%	93
2024 Q4	$261K	Buy	+1,982	New	+$273K	0.23%	81

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

Milestone Asset Management Group's XLI Position: Q1 2026 in Review

Milestone Asset Management Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.65% in Q1 2026, selling an estimated $1.68K and leaving 1,529 shares worth $247K. The position accounts for 0.14% of the portfolio, ranked #111.

Milestone Asset Management Group first reported a position in XLI in Q4 2024 and has held it in 6 quarters since. The position peaked at $261K in Q4 2024. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Milestone Asset Management Group held 1,529 shares of State Street Industrial Select Sector SPDR ETF worth $247K as of Q1 2026.
Milestone Asset Management Group sold 10 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.68K.
State Street Industrial Select Sector SPDR ETF made up 0.14% of Milestone Asset Management Group's portfolio in Q1 2026, its #111 holding.
Milestone Asset Management Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Milestone Asset Management Group's State Street Industrial Select Sector SPDR ETF position peaked at $261K in Q4 2024.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.