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

&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	$8.34M	Sell	51,582 -5,647	-10%	-$948K	0.04%	379
2025 Q4	$8.88M	Buy	57,229 +11,457	+25%	+$1.76M	0.05%	337
2025 Q3	$7.06M	Buy	45,772 +14,615	+47%	+$2.21M	0.05%	340
2025 Q2	$4.58M	Buy	31,157 +2,398	+8%	+$327K	0.04%	387
2025 Q1	$3.75M	Sell	28,759 -1,978	-6%	-$267K	0.04%	357
2024 Q4	$4.08M	Buy	30,737 +13,911	+83%	+$1.92M	0.05%	313
2024 Q3	$2.28M	Buy	16,826 +7,780	+86%	+$989K	0.04%	342
2024 Q2	$1.1M	Buy	+9,046	New	+$1.11M	0.05%	319

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

&Partners's XLI Position: Q1 2026 in Review

&Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9.9% in Q1 2026, selling an estimated $948K and leaving 51,582 shares worth $8.34M. The position accounts for 0.04% of the portfolio, ranked #379.

&Partners first reported a position in XLI in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.88M in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

&Partners held 51,582 shares of State Street Industrial Select Sector SPDR ETF worth $8.34M as of Q1 2026.
&Partners sold 5,647 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $948K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #379 holding.
&Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's State Street Industrial Select Sector SPDR ETF position peaked at $8.88M in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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