Ramirez Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Ramirez Asset 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 Q2	$92.6K	Buy	500 +400	+400%	+$69.5K	0.01%	226
2026 Q1	$16.2K	Hold	100	–	–	﹤0.01%	290
2025 Q4	$15.5K	Hold	100	–	–	﹤0.01%	329
2025 Q3	$15.4K	Hold	100	–	–	﹤0.01%	330
2025 Q2	$14.8K	Hold	100	–	–	﹤0.01%	320
2025 Q1	$13.1K	Buy	+100	New	+$13.5K	﹤0.01%	346

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

Ramirez Asset Management's XLI Position: Q2 2026 in Review

Ramirez Asset Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 400% in Q2 2026, buying an estimated $69.5K and bringing the position to 500 shares worth $92.6K. The position accounts for 0.01% of the portfolio, ranked #226.

Ramirez Asset Management first reported a position in XLI in Q1 2025 and has held it in 6 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Ramirez Asset Management held 500 shares of State Street Industrial Select Sector SPDR ETF worth $92.6K as of Q2 2026.
Ramirez Asset Management bought 400 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $69.5K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Ramirez Asset Management's portfolio in Q2 2026, its #226 holding.
Ramirez Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.