New Harbor Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

New Harbor Financial 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	$37.7M	Buy	203,706 +6,953	+4%	+$1.21M	5.96%	4
2026 Q1	$31.8M	Buy	196,753 +6,788	+4%	+$1.14M	5.61%	9
2025 Q4	$29.5M	Buy	189,965 +6,847	+4%	+$1.05M	5.4%	9
2025 Q3	$28.2M	Buy	183,118 +4,656	+3%	+$705K	5.72%	7
2025 Q2	$26.3M	Buy	178,462 +2,700	+2%	+$368K	6.04%	4
2025 Q1	$23M	Buy	175,762 +5,416	+3%	+$732K	6.13%	9
2024 Q4	$22.4M	Buy	170,346 +4,011	+2%	+$553K	6.6%	9
2024 Q3	$22.5M	Buy	+166,335	New	+$21.1M	5.77%	8
2024 Q1	–	Sell	-179,887	Closed	-$20.5M	–	58
2023 Q4	$20.5M	Buy	179,887 +3,356	+2%	+$352K	7.48%	7
2023 Q3	$17.9M	Buy	176,531 +30,865	+21%	+$3.3M	5.92%	8
2023 Q2	$15.6M	Buy	+145,666	New	+$14.7M	4.13%	9
2013 Q3	–	Sell	-243,600	Closed	-$10.4M	–	110
2013 Q2	$10.4M	Buy	+243,600	New	+$10.3M	15.54%	2

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

New Harbor Financial Group's XLI Position: Q2 2026 in Review

New Harbor Financial Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.5% in Q2 2026, buying an estimated $1.21M and bringing the position to 203,706 shares worth $37.7M. The position accounts for 5.96% of the portfolio, ranked #4.

New Harbor Financial Group first reported a position in XLI in Q2 2013 and has held it in 12 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

New Harbor Financial Group held 203,706 shares of State Street Industrial Select Sector SPDR ETF worth $37.7M as of Q2 2026.
New Harbor Financial Group bought 6,953 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.21M.
State Street Industrial Select Sector SPDR ETF made up 5.96% of New Harbor Financial Group's portfolio in Q2 2026, its #4 holding.
New Harbor Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 12 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on New Harbor Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.