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 Q2	$150K	Sell	808 -30	-4%	-$5.21K	0.04%	209
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 $1.55T 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

BankPlus Trust Department's XLI Position: Q2 2026 in Review

BankPlus Trust Department reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.6% in Q2 2026, selling an estimated $5.21K and leaving 808 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #209.

BankPlus Trust Department first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

BankPlus Trust Department held 808 shares of State Street Industrial Select Sector SPDR ETF worth $150K as of Q2 2026.
BankPlus Trust Department sold 30 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.21K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of BankPlus Trust Department's portfolio in Q2 2026, its #209 holding.
BankPlus Trust Department first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.