Whalerock Point Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Whalerock Point Partners’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	–	Sell	-1,330	Closed	-$215K	–	212
2026 Q1	$215K	Hold	1,330	–	–	0.04%	191
2025 Q4	$206K	Hold	1,330	–	–	0.04%	191
2025 Q3	$205K	Buy	+1,330	New	+$201K	0.04%	180
2018 Q2	–	Sell	-10,321	Closed	-$767K	–	180
2018 Q1	$767K	Buy	10,321 +226	+2%	+$17.4K	0.25%	76
2017 Q4	$764K	Buy	+10,095	New	+$735K	0.24%	76

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

Whalerock Point Partners's XLI Position: Q2 2026 in Review

Whalerock Point Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 1,330 shares — an estimated $215K sold.

Whalerock Point Partners first reported a position in XLI in Q4 2017 and held it in 5 quarters. The position peaked at $767K in Q1 2018. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Whalerock Point Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Whalerock Point Partners sold 1,330 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $215K.
Whalerock Point Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 5 quarters.
Whalerock Point Partners's State Street Industrial Select Sector SPDR ETF position peaked at $767K in Q1 2018.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.