Osaic Holdings’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Osaic Holdings’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
2025 Q4	–	Sell	-13	Closed	-$72.8K	–	8226
2025 Q3	$72.8K	Buy	13 +7	+117%	+$1.06K	﹤0.01%	5045
2025 Q2	$34.7K	Buy	+6	New	+$818	﹤0.01%	5306

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 $303B AUM 53.02% 1-Year Est. Return

Osaic Holdings's XLI Position: Q1 2026 in Review

Osaic Holdings increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1% in Q1 2026, buying an estimated $1.2M and bringing the position to 721,525 shares worth $117M. The position accounts for 0.17% of the portfolio, ranked #121.

Osaic Holdings first reported a position in XLI in Q1 2020 and has held it in 25 quarters since. The position peaked at $118M in Q3 2025. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Osaic Holdings held 721,525 shares of State Street Industrial Select Sector SPDR ETF worth $117M as of Q1 2026.
Osaic Holdings bought 7,126 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.2M.
State Street Industrial Select Sector SPDR ETF made up 0.17% of Osaic Holdings's portfolio in Q1 2026, its #121 holding.
Osaic Holdings first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Osaic Holdings's State Street Industrial Select Sector SPDR ETF position peaked at $118M in Q3 2025.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.