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

BankPlus Trust Department’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	$136K	Hold	838	–	–	0.04%	201
2025 Q4	$130K	Hold	838	–	–	0.03%	203
2025 Q3	$129K	Hold	838	–	–	0.03%	197
2025 Q2	$124K	Buy	838 +150	+22%	+$20.5K	0.04%	182
2025 Q1	$90.2K	Buy	688 +145	+27%	+$19.6K	0.03%	185
2024 Q4	$71.5K	Buy	+543	New	+$74.9K	0.02%	196

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

BankPlus Trust Department's XLI Position: Q1 2026 in Review

BankPlus Trust Department held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 838 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #201.

BankPlus Trust Department first reported a position in XLI in Q4 2024 and has held it in 6 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

BankPlus Trust Department held 838 shares of State Street Industrial Select Sector SPDR ETF worth $136K as of Q1 2026.
BankPlus Trust Department left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.04% of BankPlus Trust Department's portfolio in Q1 2026, its #201 holding.
BankPlus Trust Department first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.