Steve Schonfeld’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Steve Schonfeld’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	$92.6M	Buy	+500,000	New	+$86.9M	0.33%	44
2023 Q3	–	Sell	-300,000	Closed	-$498K	–	2368
2023 Q2	$498K	Buy	+300,000	New	+$30.2M	﹤0.01%	1226
2023 Q1	–	Sell	-250,000	Closed	-$1.71M	–	2715
2022 Q4	$1.71M	Buy	+250,000	New	+$23.8M	0.01%	891

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

Steve Schonfeld's XLI Position: Q2 2026 in Review

Steve Schonfeld reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 77% in Q2 2026, selling an estimated $7.61M and leaving 13,422 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #954.

Steve Schonfeld first reported a position in XLI in Q4 2017 and has held it in 18 quarters since. The position peaked at $12.9M in Q2 2022. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Steve Schonfeld held 13,422 shares of State Street Industrial Select Sector SPDR ETF worth $2.49M as of Q2 2026.
Steve Schonfeld sold 43,770 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.61M.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #954 holding.
Steve Schonfeld first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 18 quarters since.
Steve Schonfeld's State Street Industrial Select Sector SPDR ETF position peaked at $12.9M in Q2 2022.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.