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North Star Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

North Star Investment Management’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 		$66.5K Buy
411
+281
+216% +$47.2K ﹤0.01% 667
2025
Q4 		$20.2K Hold
130
– – ﹤0.01% 836
2025
Q3 		$20.1K Buy
+130
New +$19.7K ﹤0.01% 813
2025
Q1 		– Sell
-54
Closed -$7.12K – 1258
2024
Q4 		$7.12K Buy
+54
New +$7.44K ﹤0.01% 938
2024
Q2 		– Sell
-200
Closed -$25.2K – 1244
2024
Q1 		$25.2K Buy
+200
New +$23.5K ﹤0.01% 705
2022
Q1 		– Sell
-200
Closed -$21K – 1219
2021
Q4 		$21K Buy
+200
New +$20.8K ﹤0.01% 769
2017
Q4 		– Sell
-1
Closed – – 1110
2017
Q3 		$0 Hold
1
– – ﹤0.01% 1117
2017
Q2 		$0 Hold
1
– – ﹤0.01% 1111
2017
Q1 		$0 Hold
1
– – ﹤0.01% 1080
2016
Q4 		$0 Sell
1
-54,162
-100% -$3.26M ﹤0.01% 986
2016
Q3 		$3.16M Buy
54,163
+693
+1% +$40.2K 0.56% 46
2016
Q2 		$3M Buy
53,470
+750
+1% +$41.8K 0.55% 46
2016
Q1 		$2.92M Sell
52,720
-153
-0.3% -$7.91K 0.56% 46
2015
Q4 		$2.8M Buy
52,873
+374
+0.7% +$20.1K 0.55% 49
2015
Q3 		$2.62M Sell
52,499
-463
-0.9% -$24.4K 0.54% 47
2015
Q2 		$2.86M Buy
52,962
+357
+0.7% +$20K 0.53% 43
2015
Q1 		$2.93M Buy
52,605
+2,826
+6% +$159K 0.55% 43
2014
Q4 		$2.82M Buy
49,779
+634
+1% +$34.8K 0.54% 49
2014
Q3 		$2.61M Buy
49,145
+356
+0.7% +$19.1K 0.52% 51
2014
Q2 		$2.64M Buy
48,789
+481
+1% +$25.7K 0.53% 49
2014
Q1 		$2.53M Buy
48,308
+1,028
+2% +$52.8K 0.53% 50
2013
Q4 		$2.47M Buy
47,280
+355
+0.8% +$17.4K 0.54% 50
2013
Q3 		$2.18M Buy
46,925
+1,936
+4% +$87.6K 0.58% 52
2013
Q2 		$1.92M Buy
+44,989
New +$1.91M 0.5% 55

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

North Star Investment Management's XLI Position: Q1 2026 in Review

North Star Investment Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 216% in Q1 2026, buying an estimated $47.2K and bringing the position to 411 shares worth $66.5K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

North Star Investment Management first reported a position in XLI in Q2 2013 and has held it in 24 quarters since. The position peaked at $3.16M in Q3 2016. 1,555 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • North Star Investment Management held 411 shares of State Street Industrial Select Sector SPDR ETF worth $66.5K as of Q1 2026.
  • North Star Investment Management bought 281 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $47.2K.
  • State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #667 holding.
  • North Star Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 24 quarters since.
  • North Star Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $3.16M in Q3 2016.
  • 1,555 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.