Rothschild Investment LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Rothschild Investment LLC’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	$45.1K	Sell	243 -87	-26%	-$15.1K	﹤0.01%	1272
2026 Q1	$53.4K	Buy	330 +1	+0.3%	+$168	﹤0.01%	1090
2025 Q4	$51.1K	Buy	329 +1	+0.3%	+$154	﹤0.01%	1013
2025 Q3	$50.7K	Sell	328 -7	-2%	-$1.06K	﹤0.01%	985
2025 Q2	$49.5K	Hold	335	–	–	﹤0.01%	784
2025 Q1	$43.9K	Buy	335 +88	+36%	+$11.9K	﹤0.01%	801
2024 Q4	$32.5K	Buy	247 +1	+0.4%	+$138	﹤0.01%	887
2024 Q3	$33.3K	Buy	246 +1	+0.4%	+$127	﹤0.01%	873
2024 Q2	$29.9K	Buy	245 +1	+0.4%	+$123	﹤0.01%	883
2024 Q1	$30.8K	Buy	244 +1	+0.4%	+$118	﹤0.01%	827
2023 Q4	$27.7K	Buy	+243	New	+$25.5K	﹤0.01%	785
2013 Q3	–	Sell	-30,550	Closed	-$1.3M	–	386
2013 Q2	$1.3M	Buy	+30,550	New	+$1.3M	0.21%	113

Other funds holding XLI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Rothschild Investment LLC's XLI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 26% in Q2 2026, selling an estimated $15.1K and leaving 243 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Rothschild Investment LLC first reported a position in XLI in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.3M in Q2 2013. 1,009 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Rothschild Investment LLC held 243 shares of State Street Industrial Select Sector SPDR ETF worth $45.1K as of Q2 2026.
Rothschild Investment LLC sold 87 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $15.1K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1272 holding.
Rothschild Investment LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 12 quarters since.
Rothschild Investment LLC's State Street Industrial Select Sector SPDR ETF position peaked at $1.3M in Q2 2013.
1,009 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.