RIS
XLI icon

Richmond Investment Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Richmond Investment Services’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 		$456K Sell
2,818
-137
-5% -$23K 0.07% 164
2025
Q4 		$458K Buy
2,955
+212
+8% +$32.6K 0.08% 150
2025
Q3 		$423K Buy
2,743
+477
+21% +$72.3K 0.08% 152
2025
Q2 		$334K Buy
+2,266
New +$309K 0.07% 163

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Richmond Investment Services's XLI Position: Q1 2026 in Review

Richmond Investment Services reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.6% in Q1 2026, selling an estimated $23K and leaving 2,818 shares worth $456K. The position accounts for 0.07% of the portfolio, ranked #164.

Richmond Investment Services first reported a position in XLI in Q2 2025 and has held it in 4 quarters since. The position peaked at $458K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Richmond Investment Services held 2,818 shares of State Street Industrial Select Sector SPDR ETF worth $456K as of Q1 2026.
  • Richmond Investment Services sold 137 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $23K.
  • State Street Industrial Select Sector SPDR ETF made up 0.07% of Richmond Investment Services's portfolio in Q1 2026, its #164 holding.
  • Richmond Investment Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
  • Richmond Investment Services's State Street Industrial Select Sector SPDR ETF position peaked at $458K in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.