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Winter & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Winter & Associates’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 		$285K Buy
1,537
+200
+15% +$34.8K 0.21% 67
2026
Q1 		$220K Buy
+1,337
New +$224K 0.19% 79

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

Winter & Associates's XLI Position: Q2 2026 in Review

Winter & Associates increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 15% in Q2 2026, buying an estimated $34.8K and bringing the position to 1,537 shares worth $285K. The position accounts for 0.21% of the portfolio, ranked #67.

Winter & Associates first reported a position in XLI in Q1 2026 and has held it in 2 quarters since. 1,651 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Winter & Associates held 1,537 shares of State Street Industrial Select Sector SPDR ETF worth $285K as of Q2 2026.
  • Winter & Associates bought 200 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $34.8K.
  • State Street Industrial Select Sector SPDR ETF made up 0.21% of Winter & Associates's portfolio in Q2 2026, its #67 holding.
  • Winter & Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,651 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.