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 Q2	$307K	Hold	1,660	–	–	0.05%	175
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 $1.55T 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

SevenBridge Financial Group's XLI Position: Q2 2026 in Review

SevenBridge Financial Group held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,660 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #175.

SevenBridge Financial Group first reported a position in XLI in Q2 2016 and has held it in 23 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

SevenBridge Financial Group held 1,660 shares of State Street Industrial Select Sector SPDR ETF worth $307K as of Q2 2026.
SevenBridge Financial Group left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.05% of SevenBridge Financial Group's portfolio in Q2 2026, its #175 holding.
SevenBridge Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2016 and has held it in 23 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.