Bank of Jackson Hole Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bank of Jackson Hole 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	–	Sell	-575	Closed	-$93K	–	488
2026 Q1	$93K	Hold	575	–	–	0.05%	191
2025 Q4	$89.2K	Buy	575 +150	+35%	+$23.1K	0.04%	188
2025 Q3	$65.5K	Hold	425	–	–	0.03%	217
2025 Q2	$62.7K	Hold	425	–	–	0.04%	215
2025 Q1	$57.9K	Sell	425 -467	-52%	-$63.1K	0.04%	217
2024 Q4	$118K	Buy	+892	New	+$123K	0.08%	154

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

Bank of Jackson Hole Trust's XLI Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 575 shares — an estimated $93K sold.

Bank of Jackson Hole Trust first reported a position in XLI in Q4 2024 and held it in 6 quarters. The position peaked at $118K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 575 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $93K.
Bank of Jackson Hole Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
Bank of Jackson Hole Trust's State Street Industrial Select Sector SPDR ETF position peaked at $118K in Q4 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.