Pettyjohn Wood & White’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Pettyjohn Wood & White’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	$962K	Buy	5,950 +245	+4%	+$41.1K	0.15%	95
2025 Q4	$885K	Sell	5,705 -275	-5%	-$42.3K	0.14%	100
2025 Q3	$922K	Buy	5,980 +25	+0.4%	+$3.79K	0.15%	94
2025 Q2	$878K	Buy	5,955 +108	+2%	+$14.7K	0.16%	94
2025 Q1	$766K	Buy	5,847 +75	+1%	+$10.1K	0.15%	98
2024 Q4	$761K	Sell	5,772 -25	-0.4%	-$3.45K	0.14%	100
2024 Q3	$785K	Hold	5,797	–	–	0.14%	93
2024 Q2	$706K	Sell	5,797 -25	-0.4%	-$3.08K	0.14%	98
2024 Q1	$733K	Buy	5,822 +240	+4%	+$28.2K	0.15%	93
2023 Q4	$636K	Buy	5,582 +30	+0.5%	+$3.15K	0.14%	94
2023 Q3	$563K	Buy	5,552 +150	+3%	+$16.1K	0.13%	98
2023 Q2	$580K	Hold	5,402	–	–	0.13%	96
2023 Q1	$547K	Buy	5,402 +150	+3%	+$15.1K	0.13%	103
2022 Q4	$516K	Buy	5,252 +100	+2%	+$9.52K	0.13%	106
2022 Q3	$427K	Buy	5,152 +62	+1%	+$5.71K	0.11%	109
2022 Q2	$445K	Buy	5,090 +100	+2%	+$9.43K	0.11%	112
2022 Q1	$514K	Buy	4,990 +210	+4%	+$21.3K	0.11%	102
2021 Q4	$506K	Buy	4,780 +400	+9%	+$41.5K	0.1%	111
2021 Q3	$429K	Buy	4,380 +305	+7%	+$31.3K	0.1%	114
2021 Q2	$417K	Buy	+4,075	New	+$418K	0.09%	121

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

Pettyjohn Wood & White's XLI Position: Q1 2026 in Review

Pettyjohn Wood & White increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.3% in Q1 2026, buying an estimated $41.1K and bringing the position to 5,950 shares worth $962K. The position accounts for 0.15% of the portfolio, ranked #95.

Pettyjohn Wood & White first reported a position in XLI in Q2 2021 and has held it in 20 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Pettyjohn Wood & White held 5,950 shares of State Street Industrial Select Sector SPDR ETF worth $962K as of Q1 2026.
Pettyjohn Wood & White bought 245 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $41.1K.
State Street Industrial Select Sector SPDR ETF made up 0.15% of Pettyjohn Wood & White's portfolio in Q1 2026, its #95 holding.
Pettyjohn Wood & White first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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