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 Q2	$267K	Buy	1,441 +165	+13%	+$28.7K	0.01%	316
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 $1.55T 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

Roundview Capital's XLI Position: Q2 2026 in Review

Roundview Capital increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 13% in Q2 2026, buying an estimated $28.7K and bringing the position to 1,441 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #316.

Roundview Capital first reported a position in XLI in Q3 2024 and has held it in 6 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Roundview Capital held 1,441 shares of State Street Industrial Select Sector SPDR ETF worth $267K as of Q2 2026.
Roundview Capital bought 165 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $28.7K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Roundview Capital's portfolio in Q2 2026, its #316 holding.
Roundview Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.