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

Rossby 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
2026 Q1	$1.05M	Buy	6,395 +5,627	+733%	+$944K	0.21%	100
2025 Q4	$119K	Buy	768 +703	+1,082%	+$108K	0.04%	372
2025 Q3	$10K	Hold	65	–	–	﹤0.01%	859
2025 Q2	$9.59K	Buy	65 +15	+30%	+$2.05K	﹤0.01%	794
2025 Q1	$6.45K	Buy	+50	New	+$6.76K	﹤0.01%	777

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 $377B AUM 19.32% 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 $235B AUM 32.99% 1-Year Est. Return

Rossby Financial's XLI Position: Q1 2026 in Review

Rossby Financial increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 733% in Q1 2026, buying an estimated $944K and bringing the position to 6,395 shares worth $1.05M. The position accounts for 0.21% of the portfolio, ranked #100.

Rossby Financial first reported a position in XLI in Q1 2025 and has held it in 5 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Rossby Financial held 6,395 shares of State Street Industrial Select Sector SPDR ETF worth $1.05M as of Q1 2026.
Rossby Financial bought 5,627 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $944K.
State Street Industrial Select Sector SPDR ETF made up 0.21% of Rossby Financial's portfolio in Q1 2026, its #100 holding.
Rossby Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.