Smith, Moore & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Smith, Moore & Co’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	$300K	Buy	1,857 +34	+2%	+$5.71K	0.02%	440
2025 Q4	$283K	Sell	1,823 -99	-5%	-$15.2K	0.02%	428
2025 Q3	$296K	Sell	1,922 -46	-2%	-$6.97K	0.02%	412
2025 Q2	$290K	Sell	1,968 -102	-5%	-$13.9K	0.02%	401
2025 Q1	$271K	Sell	2,070 -67	-3%	-$9.05K	0.03%	394
2024 Q4	$282K	Sell	2,137 -12	-0.6%	-$1.65K	0.03%	380
2024 Q3	$291K	Sell	2,149 -86	-4%	-$10.9K	0.03%	365
2024 Q2	$272K	Sell	2,235 -30	-1%	-$3.7K	0.03%	367
2024 Q1	$285K	Sell	2,265 -1,530	-40%	-$180K	0.03%	350
2023 Q4	$433K	Buy	3,795 +161	+4%	+$16.9K	0.05%	277
2023 Q3	$368K	Buy	3,634 +730	+25%	+$78.1K	0.05%	280
2023 Q2	$312K	Buy	+2,904	New	+$292K	0.04%	309
2022 Q2	–	Sell	-2,329	Closed	-$240K	–	428
2022 Q1	$240K	Buy	2,329 +1	+0%	+$102	0.03%	356
2021 Q4	$246K	Buy	2,328 +56	+2%	+$5.82K	0.03%	360
2021 Q3	$222K	Buy	2,272 +77	+4%	+$7.91K	0.03%	366
2021 Q2	$225K	Sell	2,195 -10	-0.5%	-$1.02K	0.03%	359
2021 Q1	$217K	Buy	+2,205	New	+$202K	0.04%	348
2019 Q4	–	Sell	-3,137	Closed	-$244K	–	326
2019 Q3	$244K	Buy	3,137 +400	+15%	+$30.7K	0.05%	276
2019 Q2	$212K	Hold	2,737	–	–	0.05%	295
2019 Q1	$205K	Buy	+2,737	New	+$198K	0.05%	298
2018 Q4	–	Sell	-2,761	Closed	-$216K	–	367
2018 Q3	$216K	Buy	+2,761	New	+$210K	0.05%	313
2015 Q2	–	Sell	-5,866	Closed	-$327K	–	178
2015 Q1	$327K	Sell	5,866 -186	-3%	-$10.5K	0.17%	113
2014 Q4	$342K	Hold	6,052	–	–	0.18%	105
2014 Q3	$322K	Buy	6,052 +466	+8%	+$25K	0.18%	107
2014 Q2	$302K	Sell	5,586 -292	-5%	-$15.6K	0.18%	94
2014 Q1	$308K	Buy	5,878 +22	+0.4%	+$1.13K	0.18%	107
2013 Q4	$306K	Buy	+5,856	New	+$288K	0.19%	107

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

Smith, Moore & Co's XLI Position: Q1 2026 in Review

Smith, Moore & Co increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.9% in Q1 2026, buying an estimated $5.71K and bringing the position to 1,857 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #440.

Smith, Moore & Co first reported a position in XLI in Q4 2013 and has held it in 27 quarters since. The position peaked at $433K in Q4 2023. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Smith, Moore & Co held 1,857 shares of State Street Industrial Select Sector SPDR ETF worth $300K as of Q1 2026.
Smith, Moore & Co bought 34 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $5.71K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Smith, Moore & Co's portfolio in Q1 2026, its #440 holding.
Smith, Moore & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 27 quarters since.
Smith, Moore & Co's State Street Industrial Select Sector SPDR ETF position peaked at $433K in Q4 2023.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.