Ritholtz Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Ritholtz Wealth 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	$979K	Buy	5,285 +1,939	+58%	+$337K	0.01%	621
2026 Q1	$541K	Buy	3,346 +93	+3%	+$15.6K	0.01%	762
2025 Q4	$505K	Sell	3,253 -18	-0.6%	-$2.77K	0.01%	713
2025 Q3	$504K	Sell	3,271 -669	-17%	-$101K	0.01%	677
2025 Q2	$581K	Buy	3,940 +1,231	+45%	+$168K	0.01%	599
2025 Q1	$355K	Buy	2,709 +122	+5%	+$16.5K	0.01%	694
2024 Q4	$341K	Buy	2,587 +101	+4%	+$13.9K	0.01%	670
2024 Q3	$337K	Sell	2,486 -229	-8%	-$29.1K	0.01%	669
2024 Q2	$331K	Buy	2,715 +241	+10%	+$29.7K	0.01%	630
2024 Q1	$312K	Buy	2,474 +150	+6%	+$17.7K	0.01%	626
2023 Q4	$265K	Buy	2,324 +64	+3%	+$6.72K	0.01%	631
2023 Q3	$229K	Hold	2,260	–	–	0.01%	618
2023 Q2	$242K	Sell	2,260 -32	-1%	-$3.22K	0.01%	588
2023 Q1	$232K	Buy	2,292 +50	+2%	+$5.03K	0.01%	579
2022 Q4	$220K	Buy	+2,242	New	+$214K	0.01%	518
2022 Q2	–	Sell	-2,002	Closed	-$206K	–	607
2022 Q1	$206K	Sell	2,002 -76	-4%	-$7.72K	0.01%	505
2021 Q4	$220K	Buy	+2,078	New	+$216K	0.01%	481

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

Ritholtz Wealth Management's XLI Position: Q2 2026 in Review

Ritholtz Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 58% in Q2 2026, buying an estimated $337K and bringing the position to 5,285 shares worth $979K. The position accounts for 0.01% of the portfolio, ranked #621.

Ritholtz Wealth Management first reported a position in XLI in Q4 2021 and has held it in 17 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Ritholtz Wealth Management held 5,285 shares of State Street Industrial Select Sector SPDR ETF worth $979K as of Q2 2026.
Ritholtz Wealth Management bought 1,939 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $337K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #621 holding.
Ritholtz Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.