Arlington Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Arlington Trust’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	$65.9K	Hold	356	–	–	0.01%	231
2026 Q1	$57.6K	Buy	356 +206	+137%	+$34.6K	0.01%	211
2025 Q4	$23.3K	Sell	150 -7,084	-98%	-$1.09M	﹤0.01%	244
2025 Q3	$1.12M	Hold	7,234	–	–	0.2%	66
2025 Q2	$1.07M	Hold	7,234	–	–	0.21%	63
2025 Q1	$948K	Buy	7,234 +1,150	+19%	+$155K	0.2%	65
2024 Q4	$802K	Buy	6,084 +175	+3%	+$24.1K	0.17%	73
2024 Q3	$800K	Hold	5,909	–	–	0.17%	69
2024 Q2	$720K	Buy	5,909 +550	+10%	+$67.8K	0.17%	73
2024 Q1	$675K	Sell	5,359 -71	-1%	-$8.36K	0.17%	74
2023 Q4	$619K	Hold	5,430	–	–	0.17%	73
2023 Q3	$550K	Buy	+5,430	New	+$581K	0.23%	59

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

Arlington Trust's XLI Position: Q2 2026 in Review

Arlington Trust held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 356 shares worth $65.9K. The position accounts for 0.01% of the portfolio, ranked #231.

Arlington Trust first reported a position in XLI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q3 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Arlington Trust held 356 shares of State Street Industrial Select Sector SPDR ETF worth $65.9K as of Q2 2026.
Arlington Trust left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Arlington Trust's portfolio in Q2 2026, its #231 holding.
Arlington Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Arlington Trust's State Street Industrial Select Sector SPDR ETF position peaked at $1.12M in Q3 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.