SOL Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

SOL Capital 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 Q1	–	Sell	-9,545	Closed	-$1.48M	–	314
2025 Q4	$1.48M	Hold	9,545	–	–	0.13%	150
2025 Q3	$1.47M	Sell	9,545 -2,350	-20%	-$356K	0.13%	150
2025 Q2	$1.75M	Hold	11,895	–	–	0.17%	130
2025 Q1	$1.56M	Hold	11,895	–	–	0.17%	127
2024 Q4	$1.57M	Hold	11,895	–	–	0.17%	130
2024 Q3	$1.61M	Sell	11,895 -1,200	-9%	-$153K	0.18%	127
2024 Q2	$1.6M	Sell	13,095 -300	-2%	-$37K	0.19%	124
2024 Q1	$1.69M	Sell	13,395 -700	-5%	-$82.4K	0.21%	124
2023 Q4	$1.61M	Sell	14,095 -150	-1%	-$15.7K	0.22%	122
2023 Q3	$1.44M	Sell	14,245 -350	-2%	-$37.5K	0.22%	118
2023 Q2	$1.57M	Sell	14,595 -500	-3%	-$50.3K	0.24%	112
2023 Q1	$1.53M	Sell	15,095 -250	-2%	-$25.1K	0.25%	113
2022 Q4	$1.51M	Hold	15,345	–	–	0.27%	108
2022 Q3	$1.27M	Sell	15,345 -145	-0.9%	-$13.3K	0.26%	106
2022 Q2	$1.35M	Sell	15,490 -700	-4%	-$66K	0.27%	105
2022 Q1	$1.67M	Sell	16,190 -250	-2%	-$25.4K	0.3%	89
2021 Q4	$1.74M	Sell	16,440 -550	-3%	-$57.1K	0.31%	85
2021 Q3	$1.66M	Sell	16,990 -500	-3%	-$51.4K	0.33%	83
2021 Q2	$1.79M	Sell	17,490 -175	-1%	-$17.9K	0.35%	80
2021 Q1	$1.74M	Buy	17,665 +270	+2%	+$24.7K	0.37%	78
2020 Q4	$1.54M	Sell	17,395 -930	-5%	-$78.4K	0.36%	77
2020 Q3	$1.41M	Sell	18,325 -270	-1%	-$20.2K	0.39%	74
2020 Q2	$1.28M	Sell	18,595 -3,750	-17%	-$243K	0.36%	74
2020 Q1	$1.32M	Hold	22,345	–	–	0.44%	68
2019 Q4	$1.82M	Sell	22,345 -395	-2%	-$31.5K	0.46%	66
2019 Q3	$1.76M	Sell	22,740 -300	-1%	-$23K	0.48%	63
2019 Q2	$1.78M	Sell	23,040 -2,380	-9%	-$181K	0.48%	65
2019 Q1	$1.91M	Sell	25,420 -175	-0.7%	-$12.7K	0.53%	58
2018 Q4	$1.65M	Sell	25,595 -500	-2%	-$35.4K	0.53%	57
2018 Q3	$2.05M	Sell	26,095 -50	-0.2%	-$3.81K	0.55%	51
2018 Q2	$1.87M	Buy	26,145 +400	+2%	+$29.7K	0.53%	54
2018 Q1	$1.91M	Buy	25,745 +1,275	+5%	+$98.2K	0.55%	53
2017 Q4	$1.85M	Sell	24,470 -500	-2%	-$36.4K	0.53%	53
2017 Q3	$1.77M	Buy	24,970 +200	+0.8%	+$13.8K	0.5%	59
2017 Q2	$1.69M	Buy	24,770 +695	+3%	+$46.4K	0.46%	62
2017 Q1	$1.57M	Sell	24,075 -1,250	-5%	-$80.8K	0.44%	61
2016 Q4	$1.58M	Buy	25,325 +100	+0.4%	+$6.02K	0.47%	54
2016 Q3	$1.47M	Sell	25,225 -100	-0.4%	-$5.81K	0.49%	53
2016 Q2	$1.42M	Buy	25,325 +3,405	+16%	+$190K	0.47%	52
2016 Q1	$1.22M	Buy	21,920 +1,820	+9%	+$94.1K	0.41%	57
2015 Q4	$1.07M	Buy	20,100 +11,325	+129%	+$608K	0.38%	63
2015 Q3	$438K	Buy	8,775 +25	+0.3%	+$1.32K	0.17%	120
2015 Q2	$473K	Buy	8,750 +500	+6%	+$28.1K	0.17%	120
2015 Q1	$460K	Buy	8,250 +900	+12%	+$50.7K	0.17%	123
2014 Q4	$416K	Buy	+7,350	New	+$404K	0.16%	123

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

SOL Capital Management's XLI Position: Q1 2026 in Review

SOL Capital Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 9,545 shares — an estimated $1.48M sold.

SOL Capital Management first reported a position in XLI in Q4 2014 and held it in 45 quarters. The position peaked at $2.05M in Q3 2018. 1,555 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

SOL Capital Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 9,545 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.48M.
SOL Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and held it in 45 quarters.
SOL Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $2.05M in Q3 2018.
1,555 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.