Terra Nova Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Terra Nova Asset 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	$1.82M	Sell	11,271 -286	-2%	-$48K	1.35%	35
2025 Q4	$1.79M	Buy	11,557 +1,647	+17%	+$253K	1.18%	39
2025 Q3	$1.53M	Sell	9,910 -5	-0.1%	-$757	0.96%	44
2025 Q2	$1.46M	Sell	9,915 -396	-4%	-$54K	1.02%	44
2025 Q1	$1.35M	Buy	10,311 +50	+0.5%	+$6.76K	1.06%	41
2024 Q4	$1.35M	Buy	10,261 +50	+0.5%	+$6.89K	1.03%	39
2024 Q3	$1.38M	Buy	10,211 +73	+0.7%	+$9.28K	1.03%	39
2024 Q2	$1.24M	Buy	10,138 +6,947	+218%	+$856K	0.97%	41
2024 Q1	$402K	Buy	3,191 +1,203	+61%	+$142K	0.32%	63
2023 Q4	$227K	Buy	+1,988	New	+$209K	0.2%	81

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

Terra Nova Asset Management's XLI Position: Q1 2026 in Review

Terra Nova Asset Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.5% in Q1 2026, selling an estimated $48K and leaving 11,271 shares worth $1.82M. The position accounts for 1.35% of the portfolio, ranked #35.

Terra Nova Asset Management first reported a position in XLI in Q4 2023 and has held it in 10 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Terra Nova Asset Management held 11,271 shares of State Street Industrial Select Sector SPDR ETF worth $1.82M as of Q1 2026.
Terra Nova Asset Management sold 286 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $48K.
State Street Industrial Select Sector SPDR ETF made up 1.35% of Terra Nova Asset Management's portfolio in Q1 2026, its #35 holding.
Terra Nova Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Terra Nova Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.