Stonebridge Financial Group (Pennsylvania)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$30.4M	Buy	164,145 +159,621	+3,528%	+$27.7M	2.31%	9
2026 Q1	$732K	Sell	4,524 -166,639	-97%	-$28M	0.06%	139
2025 Q4	$26.6M	Buy	171,163 +167,148	+4,163%	+$25.7M	2.27%	13
2025 Q3	$619K	Sell	4,015 -168,060	-98%	-$25.5M	0.05%	141
2025 Q2	$25.4M	Buy	172,075 +168,060	+4,186%	+$22.9M	2.47%	11
2025 Q1	$526K	Sell	4,015 -136	-3%	-$18.4K	0.06%	146
2024 Q4	$547K	Buy	+4,151	New	+$572K	0.06%	145

Other funds holding XLI

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s XLI Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3,528% in Q2 2026, buying an estimated $27.7M and bringing the position to 164,145 shares worth $30.4M. The position accounts for 2.31% of the portfolio, ranked #9.

Stonebridge Financial Group (Pennsylvania) first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,520 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 164,145 shares of State Street Industrial Select Sector SPDR ETF worth $30.4M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 159,621 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $27.7M.
State Street Industrial Select Sector SPDR ETF made up 2.31% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #9 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,520 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.