WIM
XLI icon

Westside Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Westside Investment 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 		$484K Hold
2,614
– – 0.06% 209
2026
Q1 		$424K Buy
2,614
+100
+4% +$16.8K 0.07% 208
2025
Q4 		$392K Buy
2,514
+68
+3% +$10.5K 0.06% 201
2025
Q3 		$377K Buy
2,446
+32
+1% +$4.85K 0.06% 207
2025
Q2 		$356K Buy
2,414
+755
+46% +$103K 0.07% 196
2025
Q1 		$218K Buy
1,659
+1,091
+192% +$147K 0.05% 224
2024
Q4 		$74.8K Sell
568
-205
-27% -$28.3K 0.02% 347
2024
Q3 		$102K Sell
773
-20
-3% -$2.54K 0.02% 316
2024
Q2 		$96.6K Hold
793
– – 0.02% 312
2024
Q1 		$99.6K Hold
793
– – 0.02% 299
2023
Q4 		$90.4K Buy
793
+20
+3% +$2.1K 0.02% 291
2023
Q3 		$78.4K Hold
773
– – 0.02% 296
2023
Q2 		$83K Hold
773
– – 0.02% 291
2023
Q1 		$78.2K Buy
773
+65
+9% +$6.54K 0.02% 302
2022
Q4 		$26.4K Hold
708
– – 0.07% 157
2022
Q3 		$22.2K Buy
708
+200
+39% +$18.4K 0.05% 173
2022
Q2 		$27.4K Buy
508
+100
+25% +$9.43K 0.06% 152
2022
Q1 		$27.4K Hold
408
– – 0.06% 152
2021
Q4 		$26.6K Hold
408
– – 0.06% 147
2021
Q3 		$26.6K Hold
408
– – 0.06% 147
2021
Q2 		$27.5K Hold
408
– – 0.06% 147
2021
Q1 		$26.4K Buy
+408
New +$37.4K 0.07% 138
2020
Q2 		– Sell
-327
Closed -$19 – 695
2020
Q1 		$19 Buy
+327
New +$24.6K ﹤0.01% 402
2019
Q2 		$143 Buy
+1,850
New +$141K ﹤0.01% 218
2018
Q4 		$115K Hold
1,793
– – 0.04% 204
2018
Q3 		$142K Hold
1,793
– – 0.05% 173
2018
Q2 		$129K Hold
1,793
– – 0.05% 199
2018
Q1 		$130K Hold
1,793
– – 0.07% 191
2017
Q4 		$140K Hold
1,793
– – 0.08% 186
2017
Q3 		$129K Hold
1,793
– – 0.08% 176
2017
Q2 		$123K Hold
1,793
– – 0.08% 176
2017
Q1 		$116K Hold
1,793
– – 0.06% 175
2016
Q4 		$113K Buy
+1,793
New +$108K 0.08% 129

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Westside Investment Management's XLI Position: Q2 2026 in Review

Westside Investment Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 2,614 shares worth $484K. The position accounts for 0.06% of the portfolio, ranked #209.

Westside Investment Management first reported a position in XLI in Q4 2016 and has held it in 33 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Westside Investment Management held 2,614 shares of State Street Industrial Select Sector SPDR ETF worth $484K as of Q2 2026.
  • Westside Investment Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.06% of Westside Investment Management's portfolio in Q2 2026, its #209 holding.
  • Westside Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 33 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.