&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 Q2	$26.1M	Buy	140,658 +89,076	+173%	+$15.5M	0.11%	181
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 $1.55T 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

&Partners's XLI Position: Q2 2026 in Review

&Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 173% in Q2 2026, buying an estimated $15.5M and bringing the position to 140,658 shares worth $26.1M. The position accounts for 0.11% of the portfolio, ranked #181.

&Partners first reported a position in XLI in Q2 2024 and has held it in 9 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

&Partners held 140,658 shares of State Street Industrial Select Sector SPDR ETF worth $26.1M as of Q2 2026.
&Partners bought 89,076 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $15.5M.
State Street Industrial Select Sector SPDR ETF made up 0.11% of &Partners's portfolio in Q2 2026, its #181 holding.
&Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.