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

Quartz 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	$450K	Buy	2,430 +673	+38%	+$117K	0.15%	116
2026 Q1	$284K	Sell	1,757 -5,269	-75%	-$884K	0.11%	138
2025 Q4	$1.09M	Buy	7,026 +1,386	+25%	+$213K	0.41%	54
2025 Q3	$870K	Buy	+5,640	New	+$854K	0.32%	67

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

Quartz Partners's XLI Position: Q2 2026 in Review

Quartz Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 38% in Q2 2026, buying an estimated $117K and bringing the position to 2,430 shares worth $450K. The position accounts for 0.15% of the portfolio, ranked #116.

Quartz Partners first reported a position in XLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q4 2025. 1,658 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Quartz Partners held 2,430 shares of State Street Industrial Select Sector SPDR ETF worth $450K as of Q2 2026.
Quartz Partners bought 673 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $117K.
State Street Industrial Select Sector SPDR ETF made up 0.15% of Quartz Partners's portfolio in Q2 2026, its #116 holding.
Quartz Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Quartz Partners's State Street Industrial Select Sector SPDR ETF position peaked at $1.09M in Q4 2025.
1,658 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.