Perigon Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Perigon Wealth Management’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	$2.11M	Sell	13,066 -5,435	-29%	-$912K	0.04%	365
2025 Q4	$2.87M	Buy	18,501 +5,316	+40%	+$818K	0.05%	293
2025 Q3	$2.03M	Sell	13,185 -32	-0.2%	-$4.85K	0.04%	354
2025 Q2	$1.95M	Sell	13,217 -1,763	-12%	-$241K	0.05%	336
2025 Q1	$1.96M	Sell	14,980 -11,239	-43%	-$1.52M	0.05%	307
2024 Q4	$3.59M	Buy	26,219 +12,769	+95%	+$1.76M	0.09%	213
2024 Q3	$1.82M	Sell	13,450 -8,373	-38%	-$1.06M	0.05%	306
2024 Q2	$2.66M	Buy	21,823 +8,575	+65%	+$1.06M	0.08%	221
2024 Q1	$1.67M	Buy	13,248 +785	+6%	+$92.4K	0.05%	275
2023 Q4	$1.42M	Buy	12,463 +6,232	+100%	+$654K	0.05%	277
2023 Q3	$632K	Sell	6,231 -249	-4%	-$26.7K	0.03%	393
2023 Q2	$695K	Buy	6,480 +1,435	+28%	+$144K	0.03%	380
2023 Q1	$510K	Sell	5,045 -3,437	-41%	-$346K	0.03%	391
2022 Q4	$833K	Buy	+8,482	New	+$808K	0.05%	300
2022 Q2	–	Sell	-2,577	Closed	-$265K	–	632
2022 Q1	$265K	Hold	2,577	–	–	0.02%	505
2021 Q4	$273K	Sell	2,577 -685	-21%	-$71.2K	0.02%	472
2021 Q3	$319K	Buy	3,262 +1,279	+64%	+$131K	0.03%	402
2021 Q2	$203K	Buy	+1,983	New	+$203K	0.02%	497

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

Perigon Wealth Management's XLI Position: Q1 2026 in Review

Perigon Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 29% in Q1 2026, selling an estimated $912K and leaving 13,066 shares worth $2.11M. The position accounts for 0.04% of the portfolio, ranked #365.

Perigon Wealth Management first reported a position in XLI in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.59M in Q4 2024. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Perigon Wealth Management held 13,066 shares of State Street Industrial Select Sector SPDR ETF worth $2.11M as of Q1 2026.
Perigon Wealth Management sold 5,435 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $912K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #365 holding.
Perigon Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 18 quarters since.
Perigon Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $3.59M in Q4 2024.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.