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 Q2	$2.09M	Buy	11,279 +8	+0.1%	+$1.39K	1.28%	33
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 $1.55T 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

Terra Nova Asset Management's XLI Position: Q2 2026 in Review

Terra Nova Asset Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.07% in Q2 2026, buying an estimated $1.39K and bringing the position to 11,279 shares worth $2.09M. The position accounts for 1.28% of the portfolio, ranked #33.

Terra Nova Asset Management first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Terra Nova Asset Management held 11,279 shares of State Street Industrial Select Sector SPDR ETF worth $2.09M as of Q2 2026.
Terra Nova Asset Management bought 8 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.39K.
State Street Industrial Select Sector SPDR ETF made up 1.28% of Terra Nova Asset Management's portfolio in Q2 2026, its #33 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 11 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Terra Nova Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.