Shelter Rock Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Shelter Rock 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	$4.62M	Buy	+24,944	New	+$4.33M	4.48%	11

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

Shelter Rock Management's XLI Position: Q2 2026 in Review

Shelter Rock Management opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 24,944 shares worth $4.62M. The stake represents 4.48% of the portfolio and ranks #11 among its holdings.

1,647 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Shelter Rock Management held 24,944 shares of State Street Industrial Select Sector SPDR ETF worth $4.62M as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Shelter Rock Management position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 4.48% of Shelter Rock Management's portfolio in Q2 2026, its #11 holding.
1,647 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Shelter Rock Management's 13F filing for Q2 2026, filed 13 Jul 2026.