Royal Fund Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Royal Fund Management’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	$16.5M	Buy	88,935 +6,828	+8%	+$1.19M	1.37%	11
2026 Q1	$13.3M	Buy	+82,107	New	+$13.8M	1.26%	12
2025 Q4	–	Sell	-51,832	Closed	-$7.99M	–	354
2025 Q3	$7.99M	Sell	51,832 -41,908	-45%	-$6.35M	0.95%	27
2025 Q2	$13.8M	Buy	+93,740	New	+$12.8M	1.37%	10
2024 Q3	–	Sell	-65,626	Closed	-$8M	–	375
2024 Q2	$8M	Buy	+65,626	New	+$8.09M	0.65%	23
2019 Q2	–	Sell	-118	Closed	-$8K	–	676
2019 Q1	$8K	Hold	118	–	–	﹤0.01%	394
2018 Q4	$7K	Buy	+118	New	+$8.36K	﹤0.01%	385
2018 Q3	–	Sell	-24	Closed	-$1K	–	671
2018 Q2	$1K	Sell	24 -66	-73%	-$4.89K	﹤0.01%	537
2018 Q1	$6K	Sell	90 -128	-59%	-$9.86K	﹤0.01%	386
2017 Q4	$16K	Buy	218 +194	+808%	+$14.1K	0.01%	316
2017 Q3	$1K	Hold	24	–	–	﹤0.01%	444
2017 Q2	$1K	Hold	24	–	–	﹤0.01%	428
2017 Q1	$1K	Hold	24	–	–	﹤0.01%	404
2016 Q4	$1K	Buy	+24	New	+$1.45K	﹤0.01%	381

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

Royal Fund Management's XLI Position: Q2 2026 in Review

Royal Fund Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 8.3% in Q2 2026, buying an estimated $1.19M and bringing the position to 88,935 shares worth $16.5M. The position accounts for 1.37% of the portfolio, ranked #11.

Royal Fund Management first reported a position in XLI in Q4 2016 and has held it in 14 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Royal Fund Management held 88,935 shares of State Street Industrial Select Sector SPDR ETF worth $16.5M as of Q2 2026.
Royal Fund Management bought 6,828 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.19M.
State Street Industrial Select Sector SPDR ETF made up 1.37% of Royal Fund Management's portfolio in Q2 2026, its #11 holding.
Royal Fund Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 14 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.