Wharton Business Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Wharton Business Group’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	$2.26M	Sell	13,972 -79,669	-85%	-$13.4M	0.09%	68
2025 Q4	$14.5M	Sell	93,641 -150	-0.2%	-$23.1K	0.55%	38
2025 Q3	$14.5M	Sell	93,791 -325	-0.3%	-$49.2K	0.63%	37
2025 Q2	$13.9M	Sell	94,116 -28,324	-23%	-$3.86M	0.59%	38
2025 Q1	$16M	Sell	122,440 -388	-0.3%	-$52.4K	0.73%	34
2024 Q4	$16.2M	Sell	122,828 -35	-0%	-$4.83K	0.73%	34
2024 Q3	$16.6M	Hold	122,863	–	–	0.75%	33
2024 Q2	$15M	Buy	122,863 +1	+0%	+$123	0.77%	33
2024 Q1	$15.5M	Sell	122,862 -109,715	-47%	-$12.9M	0.74%	31
2023 Q4	$26.5M	Buy	232,577 +109,850	+90%	+$11.5M	1.33%	18
2023 Q3	$12.4M	Sell	122,727 -10,779	-8%	-$1.15M	0.69%	35
2023 Q2	$14.3M	Sell	133,506 -19,974	-13%	-$2.01M	0.94%	27
2023 Q1	$15.5M	Sell	153,480 -1,301	-0.8%	-$131K	0.93%	26
2022 Q4	$15.2M	Sell	154,781 -53,391	-26%	-$5.08M	0.88%	26
2022 Q3	$17.2M	Sell	208,172 -1,170	-0.6%	-$108K	1.17%	22
2022 Q2	$18.3M	Sell	209,342 -198,255	-49%	-$18.7M	1.21%	22
2022 Q1	$42M	Buy	407,597 +142,541	+54%	+$14.5M	2.55%	11
2021 Q4	$28M	Buy	265,056 +1,815	+0.7%	+$189K	1.73%	15
2021 Q3	$25.8M	Buy	263,241 +591	+0.2%	+$60.7K	2.61%	10
2021 Q2	$26.9M	Buy	262,650 +9,040	+4%	+$926K	2.1%	14
2021 Q1	$25M	Buy	253,610 +24,620	+11%	+$2.25M	1.95%	14
2020 Q4	$20.3M	Buy	228,990 +211,345	+1,198%	+$17.8M	1.66%	17
2020 Q3	$1.36M	Buy	17,645 +2,310	+15%	+$173K	0.13%	52
2020 Q2	$1.05M	Sell	15,335 -2,347	-13%	-$152K	0.1%	55
2020 Q1	$1.04M	Buy	17,682 +1,645	+10%	+$124K	0.12%	51
2019 Q4	$1.31M	Hold	16,037	–	–	0.12%	49
2019 Q3	$1.25M	Hold	16,037	–	–	0.12%	50
2019 Q2	$1.24M	Hold	16,037	–	–	0.13%	50
2019 Q1	$1.2M	Hold	16,037	–	–	0.12%	51
2018 Q4	$1.03M	Sell	16,037 -1,905	-11%	-$135K	0.12%	53
2018 Q3	$1.41M	Hold	17,942	–	–	0.14%	49
2018 Q2	$1.28M	Hold	17,942	–	–	0.13%	50
2018 Q1	$1.33M	Hold	17,942	–	–	0.14%	51
2017 Q4	$1.24M	Hold	17,942	–	–	0.13%	58
2017 Q3	$1.27M	Sell	17,942 -21,808	-55%	-$1.5M	0.13%	57
2017 Q2	$2.71M	Hold	39,750	–	–	0.29%	49
2017 Q1	$2.59M	Sell	39,750 -770	-2%	-$49.8K	0.28%	51
2016 Q4	$2.52M	Buy	40,520 +17,565	+77%	+$1.06M	0.3%	50
2016 Q3	$1.34M	Sell	22,955 -25,345	-52%	-$1.47M	0.17%	69
2016 Q2	$2.71M	Sell	48,300 -20,385	-30%	-$1.14M	0.32%	57
2016 Q1	$3.81M	Sell	68,685 -895	-1%	-$46.3K	0.42%	46
2015 Q4	$3.69M	Sell	69,580 -910	-1%	-$48.8K	0.36%	54
2015 Q3	$3.52M	Sell	70,490 -19,360	-22%	-$1.02M	0.35%	56
2015 Q2	$4.86K	Buy	89,850 +29,580	+49%	+$1.66M	0.32%	53
2015 Q1	$3.36M	Buy	+60,270	New	+$3.39M	0.28%	65

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

Wharton Business Group's XLI Position: Q1 2026 in Review

Wharton Business Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 85% in Q1 2026, selling an estimated $13.4M and leaving 13,972 shares worth $2.26M. The position accounts for 0.09% of the portfolio, ranked #68.

Wharton Business Group first reported a position in XLI in Q1 2015 and has held it in 45 quarters since. The position peaked at $42M in Q1 2022. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Wharton Business Group held 13,972 shares of State Street Industrial Select Sector SPDR ETF worth $2.26M as of Q1 2026.
Wharton Business Group sold 79,669 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $13.4M.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Wharton Business Group's portfolio in Q1 2026, its #68 holding.
Wharton Business Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2015 and has held it in 45 quarters since.
Wharton Business Group's State Street Industrial Select Sector SPDR ETF position peaked at $42M in Q1 2022.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.