PCP
XLI icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Citigroup New York $157B AUM 32.99% 1-Year Est. Return