Rockingstone Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Rockingstone Advisors’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 Q3	$881K	Hold	5,275	–	–	0.35%	67
2026 Q2	$977K	Buy	5,275 +475	+10%	+$82.5K	0.39%	65
2026 Q1	$776K	Sell	4,800 -25	-0.5%	-$4.2K	0.36%	70
2025 Q4	$748K	Buy	4,825 +325	+7%	+$50K	0.34%	70
2025 Q3	$694K	Sell	4,500 -165	-4%	-$25K	0.34%	70
2025 Q2	$688K	Hold	4,665	–	–	0.36%	69
2025 Q1	$611K	Buy	4,665 +185	+4%	+$25K	0.28%	74
2024 Q4	$590K	Sell	4,480 -305	-6%	-$42K	0.26%	77
2024 Q3	$648K	Sell	4,785 -575	-11%	-$73.1K	0.32%	71
2024 Q2	$653K	Buy	5,360 +120	+2%	+$14.8K	0.34%	73
2024 Q1	$660K	Sell	5,240 -325	-6%	-$38.2K	0.34%	74
2023 Q4	$634K	Buy	5,565 +505	+10%	+$53K	0.36%	73
2023 Q3	$513K	Buy	5,060 +115	+2%	+$12.3K	0.28%	74
2023 Q2	$531K	Buy	4,945 +85	+2%	+$8.56K	0.3%	73
2023 Q1	$492K	Buy	4,860 +415	+9%	+$41.7K	0.3%	77
2022 Q4	$437K	Buy	+4,445	New	+$423K	0.33%	72

Other funds holding XLI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Rockingstone Advisors's XLI Position: Q3 2026 in Review

Rockingstone Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2026 at 5,275 shares worth $881K. The position accounts for 0.35% of the portfolio, ranked #67.

Rockingstone Advisors first reported a position in XLI in Q4 2022 and has held it in 16 quarters since. The position peaked at $977K in Q2 2026. 1,421 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Rockingstone Advisors held 5,275 shares of State Street Industrial Select Sector SPDR ETF worth $881K as of Q3 2026.
Rockingstone Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Industrial Select Sector SPDR ETF made up 0.35% of Rockingstone Advisors's portfolio in Q3 2026, its #67 holding.
Rockingstone Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
Rockingstone Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $977K in Q2 2026.
1,421 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.