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

Swan Capital’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	$7.76K	Buy	48 +14	+41%	+$2.35K	﹤0.01%	224
2025 Q4	$5.27K	Hold	34	–	–	﹤0.01%	231
2025 Q3	$5.24K	Hold	34	–	–	﹤0.01%	222
2025 Q2	$5.02K	Hold	34	–	–	﹤0.01%	238
2025 Q1	$4.46K	Buy	+34	New	+$4.59K	﹤0.01%	195

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

Swan Capital's XLI Position: Q1 2026 in Review

Swan Capital increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 41% in Q1 2026, buying an estimated $2.35K and bringing the position to 48 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Swan Capital first reported a position in XLI in Q1 2025 and has held it in 5 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Swan Capital held 48 shares of State Street Industrial Select Sector SPDR ETF worth $7.76K as of Q1 2026.
Swan Capital bought 14 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.35K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #224 holding.
Swan Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.