MOTCO’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

MOTCO’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	$323K	Hold	1,999	–	–	0.03%	169
2025 Q4	$310K	Hold	1,999	–	–	0.03%	176
2025 Q3	$308K	Hold	1,999	–	–	0.03%	173
2025 Q2	$304K	Hold	1,999	–	–	0.03%	167
2025 Q1	$262K	Hold	1,999	–	–	0.03%	168
2024 Q4	$263K	Hold	1,999	–	–	0.03%	168
2024 Q3	$271K	Hold	1,999	–	–	0.03%	183
2024 Q2	$244K	Hold	1,999	–	–	0.01%	252
2024 Q1	$252K	Hold	1,999	–	–	0.02%	258
2023 Q4	$228K	Hold	1,999	–	–	0.01%	242
2023 Q3	$203K	Hold	1,999	–	–	0.01%	236
2023 Q2	$215K	Hold	1,999	–	–	0.01%	228
2023 Q1	$202K	Hold	1,999	–	–	0.01%	228
2022 Q4	$196K	Sell	1,999 -100	-5%	-$9.52K	0.01%	230
2022 Q3	$174K	Buy	2,099 +100	+5%	+$9.21K	0.01%	237
2022 Q2	$175K	Hold	1,999	–	–	0.01%	244
2022 Q1	$206K	Hold	1,999	–	–	0.01%	233
2021 Q4	$212K	Hold	1,999	–	–	0.01%	228
2021 Q3	$196K	Hold	1,999	–	–	0.01%	237
2021 Q2	$205K	Hold	1,999	–	–	0.01%	239
2021 Q1	$197K	Hold	1,999	–	–	0.01%	235
2020 Q4	$177K	Sell	1,999 -1,417	-41%	-$119K	0.01%	249
2020 Q3	$263K	Hold	3,416	–	–	0.02%	200
2020 Q2	$235K	Buy	+3,416	New	+$222K	0.02%	190
2019 Q1	–	Sell	-749	Closed	-$48K	–	575
2018 Q4	$48K	Sell	749 -160	-18%	-$11.3K	0.01%	324
2018 Q3	$71K	Buy	909 +617	+211%	+$47K	0.01%	299
2018 Q2	$21K	Hold	292	–	–	﹤0.01%	387
2018 Q1	$22K	Sell	292 -58	-17%	-$4.47K	﹤0.01%	394
2017 Q4	$26K	Hold	350	–	–	﹤0.01%	375
2017 Q3	$25K	Hold	350	–	–	﹤0.01%	387
2017 Q2	$24K	Sell	350 -163	-32%	-$10.9K	﹤0.01%	406
2017 Q1	$33K	Hold	513	–	–	﹤0.01%	357
2016 Q4	$32K	Hold	513	–	–	﹤0.01%	364
2016 Q3	$30K	Sell	513 -508	-50%	-$29.5K	﹤0.01%	353
2016 Q2	$57K	Buy	+1,021	New	+$56.9K	0.01%	269
2016 Q1	–	Sell	-1,319	Closed	-$70K	–	513
2015 Q4	$70K	Hold	1,319	–	–	0.01%	236
2015 Q3	$66K	Hold	1,319	–	–	0.01%	248
2015 Q2	$71K	Hold	1,319	–	–	0.01%	252
2015 Q1	$74K	Sell	1,319 -370	-22%	-$20.8K	0.01%	256
2014 Q4	$96K	Hold	1,689	–	–	0.01%	251
2014 Q3	$90K	Hold	1,689	–	–	0.01%	254
2014 Q2	$91K	Hold	1,689	–	–	0.01%	241
2014 Q1	$88K	Hold	1,689	–	–	0.01%	243
2013 Q4	$88K	Hold	1,689	–	–	0.01%	243
2013 Q3	$78K	Hold	1,689	–	–	0.01%	258
2013 Q2	$72K	Buy	+1,689	New	+$71.7K	0.01%	270

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

MOTCO's XLI Position: Q1 2026 in Review

MOTCO held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 1,999 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #169.

MOTCO first reported a position in XLI in Q2 2013 and has held it in 46 quarters since. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

MOTCO held 1,999 shares of State Street Industrial Select Sector SPDR ETF worth $323K as of Q1 2026.
MOTCO left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.03% of MOTCO's portfolio in Q1 2026, its #169 holding.
MOTCO first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 46 quarters since.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.