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Money Concepts Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Money Concepts Capital’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 		$31.5M Buy
194,579
+174,558
+872% +$29.3M 1.74% 8
2025
Q4 		$3.11M Sell
20,021
-178
-0.9% -$27.4K 0.17% 123
2025
Q3 		$3.12M Sell
20,199
-9,798
-33% -$1.48M 0.19% 111
2025
Q2 		$4.43M Sell
29,997
-2,384
-7% -$325K 0.3% 72
2025
Q1 		$4.24M Sell
32,381
-6,810
-17% -$920K 0.32% 71
2024
Q4 		$5.16M Buy
39,191
+19,248
+97% +$2.65M 0.38% 57
2024
Q3 		$2.7M Buy
19,943
+360
+2% +$45.8K 0.21% 115
2024
Q2 		$2.39M Sell
19,583
-1,279
-6% -$158K 0.2% 123
2024
Q1 		$2.63M Buy
20,862
+2,021
+11% +$238K 0.24% 113
2023
Q4 		$2.15M Buy
18,841
+4,807
+34% +$505K 0.2% 126
2023
Q3 		$1.42M Buy
14,034
+1,384
+11% +$148K 0.15% 159
2023
Q2 		$1.36M Buy
+12,650
New +$1.27M 0.14% 170
2023
Q1 		– Sell
-5,388
Closed -$529K – 2943
2022
Q4 		$529K Buy
5,388
+5,332
+9,521% +$508K 0.02% 416
2022
Q3 		$5K Hold
56
– – ﹤0.01% 1237
2022
Q2 		$5K Sell
56
-5,248
-99% -$495K ﹤0.01% 1191
2022
Q1 		$546K Buy
+5,304
New +$539K 0.03% 417
2021
Q1 		$1.1M Buy
11,157
+344
+3% +$31.5K 0.09% 207
2020
Q4 		$957K Buy
+10,813
New +$911K 0.09% 194

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Money Concepts Capital's XLI Position: Q1 2026 in Review

Money Concepts Capital increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 872% in Q1 2026, buying an estimated $29.3M and bringing the position to 194,579 shares worth $31.5M. The position accounts for 1.74% of the portfolio, ranked #8.

Money Concepts Capital first reported a position in XLI in Q4 2020 and has held it in 18 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Money Concepts Capital held 194,579 shares of State Street Industrial Select Sector SPDR ETF worth $31.5M as of Q1 2026.
  • Money Concepts Capital bought 174,558 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $29.3M.
  • State Street Industrial Select Sector SPDR ETF made up 1.74% of Money Concepts Capital's portfolio in Q1 2026, its #8 holding.
  • Money Concepts Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
  • 1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.