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

Perbak Capital 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	–	Sell	-461,922	Closed	-$74.7M	–	267
2026 Q1	$74.7M	Buy	461,922 +222,608	+93%	+$37.4M	18.38%	1
2025 Q4	$37.1M	Sell	239,314 -207,930	-46%	-$32M	11.33%	3
2025 Q3	$69M	Buy	447,244 +215,835	+93%	+$32.7M	12.14%	1
2025 Q2	$34.1M	Buy	231,409 +4,956	+2%	+$676K	7.72%	2
2025 Q1	$29.7M	Buy	226,453 +133,116	+143%	+$18M	22%	1
2024 Q4	$12.3M	Sell	93,337 -182,190	-66%	-$25.1M	6.57%	4
2024 Q3	$37.3M	Buy	275,527 +33,919	+14%	+$4.31M	26.19%	1
2024 Q2	$29.4M	Buy	+241,608	New	+$29.8M	8.71%	2

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

Perbak Capital Partners's XLI Position: Q2 2026 in Review

Perbak Capital Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 461,922 shares — an estimated $74.7M sold.

Perbak Capital Partners first reported a position in XLI in Q2 2024 and held it in 8 quarters. The position peaked at $74.7M in Q1 2026. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Perbak Capital Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Perbak Capital Partners sold 461,922 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $74.7M.
Perbak Capital Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and held it in 8 quarters.
Perbak Capital Partners's State Street Industrial Select Sector SPDR ETF position peaked at $74.7M in Q1 2026.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Perbak Capital Partners's 13F filing for Q2 2026.