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XLI icon

Newbridge Financial Services Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Newbridge Financial Services 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 		$184K Sell
995
-557
-36% -$96.8K 0.02% 257
2026
Q1 		$251K Buy
1,552
+61
+4% +$10.2K 0.04% 192
2025
Q4 		$231K Buy
1,491
+90
+6% +$13.8K 0.04% 214
2025
Q3 		$216K Buy
1,401
+3
+0.2% +$454 0.03% 286
2025
Q2 		$206K Sell
1,398
-250
-15% -$34.1K 0.03% 284
2025
Q1 		$216K Sell
1,648
-29
-2% -$3.92K 0.05% 184
2024
Q4 		$221K Sell
1,677
-247
-13% -$34.1K 0.06% 197
2024
Q3 		$261K Sell
1,924
-67
-3% -$8.52K 0.09% 134
2024
Q2 		$243K Sell
1,991
-307
-13% -$37.8K 0.09% 160
2024
Q1 		$289K Buy
2,298
+17
+0.7% +$2K 0.13% 139
2023
Q4 		$260K Sell
2,281
-750
-25% -$78.7K 0.13% 155
2023
Q3 		$307K Sell
3,031
-245
-7% -$26.2K 0.15% 133
2023
Q2 		$352K Sell
3,276
-968
-23% -$97.5K 0.17% 122
2023
Q1 		$429K Sell
4,244
-815
-16% -$82K 0.23% 95
2022
Q4 		$497K Sell
5,059
-970
-16% -$92.4K 0.29% 82
2022
Q3 		$499K Sell
6,029
-588
-9% -$54.1K 0.29% 78
2022
Q2 		$578K Sell
6,617
-119
-2% -$11.2K 0.36% 67
2022
Q1 		$694K Sell
6,736
-2,286
-25% -$232K 0.34% 58
2021
Q4 		$955K Sell
9,022
-722
-7% -$75K 0.45% 37
2021
Q3 		$953K Buy
9,744
+2,021
+26% +$208K 0.6% 31
2021
Q2 		$791K Buy
7,723
+5,685
+279% +$582K 0.48% 36
2021
Q1 		$201K Buy
2,038
+784
+63% +$71.8K 0.15% 157
2020
Q4 		$111K Buy
1,254
+126
+11% +$10.6K 0.09% 210
2020
Q3 		$87K Buy
+1,128
New +$84.4K 0.09% 212

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Newbridge Financial Services Group's XLI Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 36% in Q2 2026, selling an estimated $96.8K and leaving 995 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #257.

Newbridge Financial Services Group first reported a position in XLI in Q3 2020 and has held it in 24 quarters since. The position peaked at $955K in Q4 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Newbridge Financial Services Group held 995 shares of State Street Industrial Select Sector SPDR ETF worth $184K as of Q2 2026.
  • Newbridge Financial Services Group sold 557 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $96.8K.
  • State Street Industrial Select Sector SPDR ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #257 holding.
  • Newbridge Financial Services Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's State Street Industrial Select Sector SPDR ETF position peaked at $955K in Q4 2021.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.