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 Q2	$1.5M	Buy	8,090 +1,695	+27%	+$295K	0.27%	71
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 $1.55T 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

Rossby Financial's XLI Position: Q2 2026 in Review

Rossby Financial increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 27% in Q2 2026, buying an estimated $295K and bringing the position to 8,090 shares worth $1.5M. The position accounts for 0.27% of the portfolio, ranked #71.

Rossby Financial first reported a position in XLI in Q1 2025 and has held it in 6 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Rossby Financial held 8,090 shares of State Street Industrial Select Sector SPDR ETF worth $1.5M as of Q2 2026.
Rossby Financial bought 1,695 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $295K.
State Street Industrial Select Sector SPDR ETF made up 0.27% of Rossby Financial's portfolio in Q2 2026, its #71 holding.
Rossby Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.