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

Roundview Capital’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	$206K	Sell	1,276 -206	-14%	-$34.6K	0.01%	333
2025 Q4	$230K	Hold	1,482	–	–	0.01%	313
2025 Q3	$229K	Hold	1,482	–	–	0.01%	313
2025 Q2	$219K	Buy	+1,482	New	+$202K	0.01%	309
2024 Q4	–	Sell	-1,482	Closed	-$201K	–	347
2024 Q3	$201K	Buy	+1,482	New	+$188K	0.01%	330

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

Roundview Capital's XLI Position: Q1 2026 in Review

Roundview Capital reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 14% in Q1 2026, selling an estimated $34.6K and leaving 1,276 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #333.

Roundview Capital first reported a position in XLI in Q3 2024 and has held it in 5 quarters since. The position peaked at $230K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Roundview Capital held 1,276 shares of State Street Industrial Select Sector SPDR ETF worth $206K as of Q1 2026.
Roundview Capital sold 206 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $34.6K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Roundview Capital's portfolio in Q1 2026, its #333 holding.
Roundview Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 5 quarters since.
Roundview Capital's State Street Industrial Select Sector SPDR ETF position peaked at $230K in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.