Objective Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Objective Capital 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	$1.61M	Sell	9,977 -415	-4%	-$69.7K	1.63%	15
2025 Q4	$1.61M	Buy	10,392 +210	+2%	+$32.3K	1.64%	15
2025 Q3	$1.57M	Sell	10,182 -90	-0.9%	-$13.6K	1.63%	17
2025 Q2	$1.52M	Buy	10,272 +439	+4%	+$59.9K	1.7%	17
2025 Q1	$1.29M	Sell	9,833 -6,496	-40%	-$878K	1.64%	16
2024 Q4	$2.15M	Sell	16,329 -368	-2%	-$50.7K	1.44%	18
2024 Q3	$2.26M	Buy	+16,697	New	+$2.12M	1.33%	21
2024 Q1	$1.85M	Buy	14,669 +975	+7%	+$115K	1.25%	24
2023 Q4	$1.56M	Buy	13,694 +3,487	+34%	+$366K	1.19%	23
2023 Q3	$1.03M	Buy	10,207 +2,019	+25%	+$216K	0.92%	32
2023 Q2	$879K	Buy	8,188 +191	+2%	+$19.2K	0.77%	38
2023 Q1	$809K	Buy	7,997 +182	+2%	+$18.3K	0.74%	38
2022 Q4	$767K	Buy	7,815 +11	+0.1%	+$1.05K	0.76%	38
2022 Q3	$647K	Buy	7,804 +226	+3%	+$20.8K	0.69%	38
2022 Q2	$662K	Buy	7,578 +280	+4%	+$26.4K	0.67%	37
2022 Q1	$752K	Sell	7,298 -14	-0.2%	-$1.42K	0.58%	40
2021 Q4	$774K	Buy	+7,312	New	+$760K	0.55%	41

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

Objective Capital Management's XLI Position: Q1 2026 in Review

Objective Capital Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4% in Q1 2026, selling an estimated $69.7K and leaving 9,977 shares worth $1.61M. The position accounts for 1.63% of the portfolio, ranked #15.

Objective Capital Management first reported a position in XLI in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.26M in Q3 2024. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Objective Capital Management held 9,977 shares of State Street Industrial Select Sector SPDR ETF worth $1.61M as of Q1 2026.
Objective Capital Management sold 415 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $69.7K.
State Street Industrial Select Sector SPDR ETF made up 1.63% of Objective Capital Management's portfolio in Q1 2026, its #15 holding.
Objective Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
Objective Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $2.26M in Q3 2024.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.