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 Q2	$6.09M	Sell	32,871 -7,553	-19%	-$1.31M	0.09%	118
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 $1.55T 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

NorthRock Partners's XLI Position: Q2 2026 in Review

NorthRock Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 19% in Q2 2026, selling an estimated $1.31M and leaving 32,871 shares worth $6.09M. The position accounts for 0.09% of the portfolio, ranked #118.

NorthRock Partners first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.54M in Q1 2026. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

NorthRock Partners held 32,871 shares of State Street Industrial Select Sector SPDR ETF worth $6.09M as of Q2 2026.
NorthRock Partners sold 7,553 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.31M.
State Street Industrial Select Sector SPDR ETF made up 0.09% of NorthRock Partners's portfolio in Q2 2026, its #118 holding.
NorthRock Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
NorthRock Partners's State Street Industrial Select Sector SPDR ETF position peaked at $6.54M in Q1 2026.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.