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 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 $1.37T 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

Whalerock Point Partners's XLI Position: Q1 2026 in Review

Whalerock Point Partners held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 1,330 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #191.

Whalerock Point Partners first reported a position in XLI in Q4 2017 and has held it in 5 quarters since. The position peaked at $767K in Q1 2018. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Whalerock Point Partners held 1,330 shares of State Street Industrial Select Sector SPDR ETF worth $215K as of Q1 2026.
Whalerock Point Partners left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Whalerock Point Partners's portfolio in Q1 2026, its #191 holding.
Whalerock Point Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 5 quarters since.
Whalerock Point Partners's State Street Industrial Select Sector SPDR ETF position peaked at $767K in Q1 2018.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.