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

Monetary 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	$1.17M	Buy	7,225 +25	+0.3%	+$4.2K	0.28%	81
2025 Q4	$1.12M	Hold	7,200	–	–	0.26%	78
2025 Q3	$1.11M	Buy	7,200 +300	+4%	+$45.4K	0.26%	79
2025 Q2	$1.02M	Buy	6,900 +600	+10%	+$81.8K	0.25%	85
2025 Q1	$826K	Buy	6,300 +2,050	+48%	+$277K	0.22%	101
2024 Q4	$560K	Buy	4,250 +650	+18%	+$89.6K	0.15%	130
2024 Q3	$488K	Hold	3,600	–	–	0.13%	142
2024 Q2	$439K	Buy	3,600 +150	+4%	+$18.5K	0.12%	145
2024 Q1	$435K	Buy	3,450 +200	+6%	+$23.5K	0.12%	146
2023 Q4	$370K	Buy	3,250 +1,300	+67%	+$136K	0.12%	147
2023 Q3	$198K	Buy	1,950 +500	+34%	+$53.5K	0.07%	190
2023 Q2	$156K	Buy	1,450 +50	+4%	+$5.03K	0.05%	202
2023 Q1	$142K	Sell	1,400 -100	-7%	-$10.1K	0.04%	204
2022 Q4	$147K	Hold	1,500	–	–	0.05%	204
2022 Q3	$124K	Hold	1,500	–	–	0.04%	205
2022 Q2	$131K	Hold	1,500	–	–	0.04%	201
2022 Q1	$154K	Hold	1,500	–	–	0.04%	203
2021 Q4	$159K	Sell	1,500 -50	-3%	-$5.19K	0.04%	202
2021 Q3	$152K	Buy	1,550 +200	+15%	+$20.5K	0.04%	204
2021 Q2	$138K	Hold	1,350	–	–	0.04%	199
2021 Q1	$133K	Hold	1,350	–	–	0.04%	197
2020 Q4	$120K	Hold	1,350	–	–	0.04%	193
2020 Q3	$104K	Hold	1,350	–	–	0.04%	189
2020 Q2	$93K	Buy	1,350 +125	+10%	+$8.11K	0.04%	185
2020 Q1	$72K	Sell	1,225 -670	-35%	-$50.5K	0.03%	184
2019 Q4	$154K	Hold	1,895	–	–	0.06%	174
2019 Q3	$147K	Hold	1,895	–	–	0.06%	180
2019 Q2	$147K	Buy	1,895 +200	+12%	+$15.2K	0.06%	176
2019 Q1	$127K	Buy	1,695 +50	+3%	+$3.62K	0.05%	187
2018 Q4	$106K	Buy	1,645 +25	+2%	+$1.77K	0.05%	179
2018 Q3	$127K	Hold	1,620	–	–	0.05%	180
2018 Q2	$116K	Sell	1,620 -580	-26%	-$43K	0.05%	183
2018 Q1	$163K	Hold	2,200	–	–	0.07%	159
2017 Q4	$166K	Hold	2,200	–	–	0.07%	160
2017 Q3	$156K	Hold	2,200	–	–	0.07%	160
2017 Q2	$150K	Hold	2,200	–	–	0.06%	170
2017 Q1	$143K	Buy	2,200 +2,040	+1,275%	+$132K	0.06%	169
2016 Q4	$10K	Buy	+160	New	+$9.64K	﹤0.01%	303
2016 Q3	–	Sell	-75	Closed	-$4K	–	332
2016 Q2	$4K	Hold	75	–	–	﹤0.01%	326
2016 Q1	$4K	Buy	+75	New	+$3.88K	﹤0.01%	312

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

Monetary Management Group's XLI Position: Q1 2026 in Review

Monetary Management Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.35% in Q1 2026, buying an estimated $4.2K and bringing the position to 7,225 shares worth $1.17M. The position accounts for 0.28% of the portfolio, ranked #81.

Monetary Management Group first reported a position in XLI in Q1 2016 and has held it in 40 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Monetary Management Group held 7,225 shares of State Street Industrial Select Sector SPDR ETF worth $1.17M as of Q1 2026.
Monetary Management Group bought 25 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.2K.
State Street Industrial Select Sector SPDR ETF made up 0.28% of Monetary Management Group's portfolio in Q1 2026, its #81 holding.
Monetary Management Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2016 and has held it in 40 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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