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

SevenBridge Financial Group’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	$284K	Hold	1,660	–	–	0.04%	173
2025 Q4	$273K	Hold	1,660	–	–	0.04%	180
2025 Q3	$256K	Hold	1,660	–	–	0.04%	181
2025 Q2	$252K	Hold	1,660	–	–	0.04%	192
2025 Q1	$233K	Sell	1,660 -22	-1%	-$2.97K	0.05%	203
2024 Q4	$233K	Hold	1,682	–	–	0.04%	203
2024 Q3	$241K	Hold	1,682	–	–	0.05%	200
2024 Q2	$205K	Hold	1,682	–	–	0.05%	201
2024 Q1	$206K	Buy	+1,682	New	+$198K	0.05%	191
2019 Q3	–	Sell	-1,113	Closed	-$86K	–	584
2019 Q2	$86K	Hold	1,113	–	–	0.03%	217
2019 Q1	$84K	Hold	1,113	–	–	0.03%	196
2018 Q4	$72K	Hold	1,113	–	–	0.04%	178
2018 Q3	$87K	Hold	1,113	–	–	0.05%	182
2018 Q2	$80K	Hold	1,113	–	–	0.04%	197
2018 Q1	$83K	Hold	1,113	–	–	0.05%	198
2017 Q4	$84K	Hold	1,113	–	–	0.05%	203
2017 Q3	$79K	Hold	1,113	–	–	0.05%	206
2017 Q2	$76K	Hold	1,113	–	–	0.05%	213
2017 Q1	$72K	Sell	1,113 -386	-26%	-$24.9K	0.05%	208
2016 Q4	$86K	Hold	1,499	–	–	0.06%	210
2016 Q3	$86K	Sell	1,499 -105	-7%	-$6.1K	0.06%	207
2016 Q2	$90K	Buy	+1,604	New	+$89.4K	0.06%	205

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

SevenBridge Financial Group's XLI Position: Q1 2026 in Review

SevenBridge Financial Group held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 1,660 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #173.

SevenBridge Financial Group first reported a position in XLI in Q2 2016 and has held it in 22 quarters since. 1,555 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

SevenBridge Financial Group held 1,660 shares of State Street Industrial Select Sector SPDR ETF worth $284K as of Q1 2026.
SevenBridge Financial Group left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.04% of SevenBridge Financial Group's portfolio in Q1 2026, its #173 holding.
SevenBridge Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2016 and has held it in 22 quarters since.
1,555 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.