BTI
XLI icon

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

Blue Trust Inc’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 		$560K Sell
3,023
-125
-4% -$21.7K 0.01% 451
2026
Q1 		$509K Buy
3,148
+1,285
+69% +$216K 0.01% 477
2025
Q4 		$289K Buy
1,863
+138
+8% +$21.2K ﹤0.01% 665
2025
Q3 		$266K Buy
1,725
+50
+3% +$7.58K ﹤0.01% 699
2025
Q2 		$247K Buy
1,675
+1,468
+709% +$200K ﹤0.01% 688
2025
Q1 		$27.1K Buy
207
+117
+130% +$15.8K ﹤0.01% 1573
2024
Q4 		$11.9K Sell
90
-202
-69% -$27.8K ﹤0.01% 1773
2024
Q3 		$35.6K Buy
292
+144
+97% +$18.3K ﹤0.01% 1710
2024
Q2 		$18.7K Hold
148
– – ﹤0.01% 1681
2024
Q1 		$18.7K Sell
148
-168
-53% -$19.8K ﹤0.01% 1250
2023
Q4 		$32K Sell
316
-173
-35% -$18.2K ﹤0.01% 1118
2023
Q3 		$52K Hold
489
– – ﹤0.01% 838
2023
Q2 		$49K Sell
489
-150
-23% -$15.1K ﹤0.01% 704
2023
Q1 		$63K Sell
639
-310
-33% -$31.2K ﹤0.01% 941
2022
Q4 		$79K Buy
949
+7
+0.7% +$667 ﹤0.01% 745
2022
Q3 		$82K Sell
942
-252
-21% -$23.2K ﹤0.01% 602
2022
Q2 		$123K Buy
+1,194
New +$113K ﹤0.01% 437

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Blue Trust Inc's XLI Position: Q2 2026 in Review

Blue Trust Inc reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4% in Q2 2026, selling an estimated $21.7K and leaving 3,023 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #451.

Blue Trust Inc first reported a position in XLI in Q2 2022 and has held it in 17 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Blue Trust Inc held 3,023 shares of State Street Industrial Select Sector SPDR ETF worth $560K as of Q2 2026.
  • Blue Trust Inc sold 125 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $21.7K.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #451 holding.
  • Blue Trust Inc first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.