Rothschild Capital Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Rothschild Capital Partners’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
2016 Q3	–	Sell	-55,000	Closed	-$3.08M	–	90
2016 Q2	$3.08M	Buy	+55,000	New	+$3.07M	1.19%	28

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 $303B AUM 53.02% 1-Year Est. Return

Rothschild Capital Partners's XLI Position: Q1 2026 in Review

Rothschild Capital Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 43% in Q1 2026, selling an estimated $8.66M and leaving 69,494 shares worth $11.2M. The position accounts for 2.76% of the portfolio, ranked #11.

Rothschild Capital Partners first reported a position in XLI in Q3 2016 and has held it in 31 quarters since. The position peaked at $25.4M in Q2 2025. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Rothschild Capital Partners held 69,494 shares of State Street Industrial Select Sector SPDR ETF worth $11.2M as of Q1 2026.
Rothschild Capital Partners sold 51,617 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $8.66M.
State Street Industrial Select Sector SPDR ETF made up 2.76% of Rothschild Capital Partners's portfolio in Q1 2026, its #11 holding.
Rothschild Capital Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2016 and has held it in 31 quarters since.
Rothschild Capital Partners's State Street Industrial Select Sector SPDR ETF position peaked at $25.4M in Q2 2025.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.