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

NorthRock Partners’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	$6.54M	Sell	40,424 -537	-1%	-$90.1K	0.11%	107
2025 Q4	$6.35M	Buy	40,961 +12,991	+46%	+$2M	0.11%	103
2025 Q3	$4.31M	Buy	27,970 +22,991	+462%	+$3.48M	0.08%	124
2025 Q2	$735K	Buy	4,979 +1,119	+29%	+$153K	0.02%	305
2025 Q1	$506K	Buy	3,860 +206	+6%	+$27.8K	0.02%	347
2024 Q4	$481K	Sell	3,654 -277	-7%	-$38.2K	0.02%	366
2024 Q3	$532K	Sell	3,931 -1,084	-22%	-$138K	0.02%	353
2024 Q2	$611K	Buy	5,015 +1,056	+27%	+$130K	0.02%	297
2024 Q1	$499K	Sell	3,959 -631	-14%	-$74.3K	0.02%	350
2023 Q4	$523K	Buy	+4,590	New	+$482K	0.02%	312

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

NorthRock Partners's XLI Position: Q1 2026 in Review

NorthRock Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.3% in Q1 2026, selling an estimated $90.1K and leaving 40,424 shares worth $6.54M. The position accounts for 0.11% of the portfolio, ranked #107.

NorthRock Partners first reported a position in XLI in Q4 2023 and has held it in 10 quarters since. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

NorthRock Partners held 40,424 shares of State Street Industrial Select Sector SPDR ETF worth $6.54M as of Q1 2026.
NorthRock Partners sold 537 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $90.1K.
State Street Industrial Select Sector SPDR ETF made up 0.11% of NorthRock Partners's portfolio in Q1 2026, its #107 holding.
NorthRock Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.