Alerus Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Alerus Financial’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	$50.5K	Hold	312	–	–	﹤0.01%	305
2025 Q4	$48.4K	Sell	312 -91	-23%	-$14K	﹤0.01%	244
2025 Q3	$62.2K	Sell	403 -89	-18%	-$13.5K	﹤0.01%	248
2025 Q2	$72.6K	Buy	+492	New	+$67.1K	0.01%	216
2024 Q4	–	Sell	-35,067	Closed	-$4.75M	–	170
2024 Q3	$4.75M	Sell	35,067 -9,188	-21%	-$1.17M	0.35%	68
2024 Q2	$5.39M	Sell	44,255 -2,186	-5%	-$269K	0.4%	59
2024 Q1	$5.85M	Sell	46,441 -25,701	-36%	-$3.02M	0.44%	57
2023 Q4	$8.22M	Buy	72,142 +13,782	+24%	+$1.45M	0.67%	35
2023 Q3	$5.92M	Buy	58,360 +17,160	+42%	+$1.84M	0.52%	52
2023 Q2	$4.42M	Buy	+41,200	New	+$4.15M	0.37%	76
2023 Q1	–	Sell	-113,510	Closed	-$11.1M	–	178
2022 Q4	$11.1M	Buy	113,510 +7,619	+7%	+$726K	1.02%	18
2022 Q3	$8.77M	Sell	105,891 -37,962	-26%	-$3.49M	0.87%	23
2022 Q2	$12.6M	Buy	143,853 +104,397	+265%	+$9.84M	1.16%	16
2022 Q1	$4.06M	Sell	39,456 -17,670	-31%	-$1.79M	0.35%	77
2021 Q4	$6.04M	Buy	+57,126	New	+$5.93M	0.49%	42
2021 Q3	–	Sell	-14,020	Closed	-$1.44M	–	197
2021 Q2	$1.44M	Sell	14,020 -44,881	-76%	-$4.6M	0.14%	130
2021 Q1	$5.8M	Sell	58,901 -12,662	-18%	-$1.16M	0.61%	36
2020 Q4	$6.34M	Sell	71,563 -22,842	-24%	-$1.92M	0.64%	35
2020 Q3	$7.27M	Buy	94,405 +3,513	+4%	+$263K	0.82%	24
2020 Q2	$6.24M	Sell	90,892 -19,096	-17%	-$1.24M	0.73%	31
2020 Q1	$6.49M	Buy	109,988 +12,590	+13%	+$949K	0.9%	25
2019 Q4	$7.93M	Buy	97,398 +1,343	+1%	+$107K	0.9%	24
2019 Q3	$7.46M	Buy	96,055 +73,879	+333%	+$5.67M	0.96%	22
2019 Q2	$1.72M	Sell	22,176 -16,423	-43%	-$1.25M	0.23%	93
2019 Q1	$2.9M	Buy	+38,599	New	+$2.79M	0.4%	67
2018 Q3	–	Sell	-14,260	Closed	-$1.02M	–	143
2018 Q2	$1.02M	Sell	14,260 -39,912	-74%	-$2.96M	0.15%	99
2018 Q1	$4.03M	Sell	54,172 -37,258	-41%	-$2.87M	0.58%	56
2017 Q4	$6.92M	Buy	+91,430	New	+$6.65M	0.98%	30

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

Alerus Financial's XLI Position: Q1 2026 in Review

Alerus Financial held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 312 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Alerus Financial first reported a position in XLI in Q4 2017 and has held it in 28 quarters since. The position peaked at $12.6M in Q2 2022. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Alerus Financial held 312 shares of State Street Industrial Select Sector SPDR ETF worth $50.5K as of Q1 2026.
Alerus Financial left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Alerus Financial's portfolio in Q1 2026, its #305 holding.
Alerus Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 28 quarters since.
Alerus Financial's State Street Industrial Select Sector SPDR ETF position peaked at $12.6M in Q2 2022.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.