Parcion Private Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Parcion Private Wealth’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 Q3	$4.89M	Buy	+29,299	New	+$5.22M	0.26%	74
2025 Q2	–	Sell	-84,736	Closed	-$11.1M	–	334
2025 Q1	$11.1M	Buy	+84,736	New	+$11.5M	0.91%	24

Other funds holding XLI

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Parcion Private Wealth's XLI Position: Q3 2026 in Review

Parcion Private Wealth opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026: 29,299 shares worth $4.89M. The stake represents 0.26% of the portfolio and ranks #74 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in XLI as recently as Q1 2025.

Parcion Private Wealth first reported a position in XLI in Q1 2025 and has held it in 2 quarters since. The position peaked at $11.1M in Q1 2025. 1,305 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Parcion Private Wealth held 29,299 shares of State Street Industrial Select Sector SPDR ETF worth $4.89M as of Q3 2026.
State Street Industrial Select Sector SPDR ETF was a new Parcion Private Wealth position in Q3 2026.
State Street Industrial Select Sector SPDR ETF made up 0.26% of Parcion Private Wealth's portfolio in Q3 2026, its #74 holding.
Parcion Private Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 2 quarters since.
Parcion Private Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $11.1M in Q1 2025.
1,305 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.