BOLTON SECURITIES CORPORATION’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

BOLTON SECURITIES CORPORATION’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	$546K	Buy	+3,376	New	+$567K	0.03%	521
2025 Q3	$622K	Buy	+4,032	New	+$611K	0.03%	459
2025 Q1	$670K	Buy	+5,108	New	+$690K	0.04%	418

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 $1.84T AUM 33.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XLI Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026: 3,376 shares worth $546K. The stake represents 0.03% of the portfolio and ranks #521 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in XLI as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in XLI in Q1 2025 and has held it in 3 quarters since. The position peaked at $670K in Q1 2025. 1,574 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

BOLTON SECURITIES CORPORATION held 3,376 shares of State Street Industrial Select Sector SPDR ETF worth $546K as of Q1 2026.
State Street Industrial Select Sector SPDR ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #521 holding.
BOLTON SECURITIES CORPORATION first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's State Street Industrial Select Sector SPDR ETF position peaked at $670K in Q1 2025.
1,574 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.