AMG National Trust Bank’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

AMG National Trust Bank’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	$4.94M	Sell	26,693 -11,330	-30%	-$1.97M	0.1%	116
2026 Q1	$6.15M	Buy	38,023 +10,842	+40%	+$1.82M	0.13%	104
2025 Q4	$4.22M	Sell	27,181 -1,481	-5%	-$228K	0.1%	125
2025 Q3	$4.42M	Buy	28,662 +649	+2%	+$98.3K	0.11%	110
2025 Q2	$4.13M	Sell	28,013 -705	-2%	-$96.2K	0.11%	119
2025 Q1	$3.76M	Sell	28,718 -1,495	-5%	-$202K	0.11%	122
2024 Q4	$3.98M	Sell	30,213 -389	-1%	-$53.6K	0.11%	114
2024 Q3	$4.14M	Sell	30,602 -12,120	-28%	-$1.54M	0.11%	117
2024 Q2	$5.21M	Buy	42,722 +13,316	+45%	+$1.64M	0.14%	104
2024 Q1	$3.7M	Hold	29,406	–	–	0.11%	122
2023 Q4	$3.35M	Buy	29,406 +5,081	+21%	+$533K	0.11%	131
2023 Q3	$2.47M	Buy	24,325 +471	+2%	+$50.4K	0.09%	153
2023 Q2	$2.56M	Buy	23,854 +300	+1%	+$30.2K	0.09%	151
2023 Q1	$2.38M	Sell	23,554 -185	-0.8%	-$18.6K	0.08%	157
2022 Q4	$2.33M	Sell	23,739 -11,716	-33%	-$1.12M	0.08%	148
2022 Q3	$2.94M	Buy	35,455 +10,197	+40%	+$939K	0.11%	133
2022 Q2	$2.32M	Sell	25,258 -1,012	-4%	-$95.4K	0.09%	153
2022 Q1	$2.71M	Sell	26,270 -485	-2%	-$49.3K	0.09%	143
2021 Q4	$2.83M	Buy	26,755 +679	+3%	+$70.5K	0.08%	142
2021 Q3	$2.55M	Sell	26,076 -434	-2%	-$44.6K	0.08%	145
2021 Q2	$2.71M	Buy	26,510 +63	+0.2%	+$6.46K	0.09%	136
2021 Q1	$2.6M	Sell	26,447 -1,134	-4%	-$104K	0.09%	141
2020 Q4	$2.44M	Sell	27,581 -875	-3%	-$73.7K	0.09%	148
2020 Q3	$2.19M	Sell	28,456 -991	-3%	-$74.1K	0.09%	145
2020 Q2	$2.02M	Buy	+29,447	New	+$1.91M	0.09%	145

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 $1.81T AUM 41.13% 1-Year Est. Return

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

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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AMG National Trust Bank's XLI Position: Q2 2026 in Review

AMG National Trust Bank reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 30% in Q2 2026, selling an estimated $1.97M and leaving 26,693 shares worth $4.94M. The position accounts for 0.1% of the portfolio, ranked #116.

AMG National Trust Bank first reported a position in XLI in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.15M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

AMG National Trust Bank held 26,693 shares of State Street Industrial Select Sector SPDR ETF worth $4.94M as of Q2 2026.
AMG National Trust Bank sold 11,330 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.97M.
State Street Industrial Select Sector SPDR ETF made up 0.1% of AMG National Trust Bank's portfolio in Q2 2026, its #116 holding.
AMG National Trust Bank first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
AMG National Trust Bank's State Street Industrial Select Sector SPDR ETF position peaked at $6.15M in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.