Roxbury Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Roxbury 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	$80K	Hold	432	–	–	0.06%	161
2026 Q1	$69.8K	Buy	432 +1	+0.2%	+$168	0.06%	162
2025 Q4	$66.9K	Buy	431 +1	+0.2%	+$154	0.06%	160
2025 Q3	$66.4K	Sell	430 -290	-40%	-$43.9K	0.06%	156
2025 Q2	$106K	Sell	720 -85	-11%	-$11.6K	0.1%	122
2025 Q1	$110K	Buy	805 +378	+89%	+$51.1K	0.11%	116
2024 Q4	$61.6K	Buy	+427	New	+$58.9K	0.06%	144

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

Roxbury Financial's XLI Position: Q2 2026 in Review

Roxbury Financial held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 432 shares worth $80K. The position accounts for 0.06% of the portfolio, ranked #161.

Roxbury Financial first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $110K in Q1 2025. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Roxbury Financial held 432 shares of State Street Industrial Select Sector SPDR ETF worth $80K as of Q2 2026.
Roxbury Financial left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Roxbury Financial's portfolio in Q2 2026, its #161 holding.
Roxbury Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's State Street Industrial Select Sector SPDR ETF position peaked at $110K in Q1 2025.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.