Raymond James Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Raymond James Financial’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
2025 Q3	–	Sell	-1,500	Closed	-$210K	–	6814
2025 Q2	$210K	Buy	+1,500	New	+$205K	﹤0.01%	4494
2025 Q1	–	Sell	-6,300	Closed	-$804K	–	4974
2024 Q4	$804K	Buy	+6,300	New	+$868K	﹤0.01%	3598

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 $445B AUM 25.58% 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 $303B AUM 53.02% 1-Year Est. Return

Raymond James Financial's XLI Position: Q1 2026 in Review

Raymond James Financial reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.9% in Q1 2026, selling an estimated $18.1M and leaving 2,080,296 shares worth $336M. The position accounts for 0.1% of the portfolio, ranked #171.

Raymond James Financial first reported a position in XLI in Q4 2024 and has held it in 6 quarters since. The position peaked at $339M in Q4 2025. 1,560 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Raymond James Financial held 2,080,296 shares of State Street Industrial Select Sector SPDR ETF worth $336M as of Q1 2026.
Raymond James Financial sold 107,806 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $18.1M.
State Street Industrial Select Sector SPDR ETF made up 0.1% of Raymond James Financial's portfolio in Q1 2026, its #171 holding.
Raymond James Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's State Street Industrial Select Sector SPDR ETF position peaked at $339M in Q4 2025.
1,560 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.