Rice Partnership’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Rice Partnership’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	–	Sell	-200	Closed	-$31K	–	189
2025 Q4	$31K	Buy	+200	New	+$30.8K	﹤0.01%	152
2023 Q2	–	Sell	-316	Closed	-$32K	–	149
2023 Q1	$32K	Sell	316 -173	-35%	-$17.4K	0.01%	111
2022 Q4	$48K	Sell	489 -423	-46%	-$40.3K	0.02%	98
2022 Q3	$76K	Hold	912	–	–	0.02%	99
2022 Q2	$80K	Hold	912	–	–	0.03%	95
2022 Q1	$94K	Sell	912 -13	-1%	-$1.32K	0.03%	105
2021 Q4	$98K	Buy	925 +13	+1%	+$1.35K	0.03%	103
2021 Q3	$89K	Hold	912	–	–	0.03%	99
2021 Q2	$93K	Hold	912	–	–	0.03%	98
2021 Q1	$90K	Hold	912	–	–	0.03%	91
2020 Q4	$81K	Sell	912 -180	-16%	-$15.2K	0.03%	92
2020 Q3	$84K	Hold	1,092	–	–	0.04%	77
2020 Q2	$75K	Buy	1,092 +127	+13%	+$8.24K	0.04%	69
2020 Q1	$57K	Buy	965 +180	+23%	+$13.6K	0.04%	73
2019 Q4	$64K	Buy	+785	New	+$62.7K	0.03%	82
2019 Q3	–	Sell	-785	Closed	-$61K	–	121
2019 Q2	$61K	Buy	+785	New	+$59.7K	0.04%	86

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rice Partnership's XLI Position: Q1 2026 in Review

Rice Partnership sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 200 shares — an estimated $31K sold.

Rice Partnership first reported a position in XLI in Q2 2019 and held it in 16 quarters. The position peaked at $98K in Q4 2021. 1,561 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Rice Partnership reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Rice Partnership sold 200 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $31K.
Rice Partnership first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2019 and held it in 16 quarters.
Rice Partnership's State Street Industrial Select Sector SPDR ETF position peaked at $98K in Q4 2021.
1,561 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.