Burke & Herbert Bank & Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Burke & Herbert Bank & 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	$1.32M	Buy	7,150 +275	+4%	+$47.8K	0.33%	76
2026 Q1	$1.11M	Buy	6,875 +347	+5%	+$58.2K	0.31%	83
2025 Q4	$1.01M	Sell	6,528 -11,040	-63%	-$1.7M	0.28%	92
2025 Q3	$2.71M	Sell	17,568 -275	-2%	-$41.7K	0.58%	44
2025 Q2	$2.63M	Sell	17,843 -60	-0.3%	-$8.19K	0.59%	44
2025 Q1	$2.35M	Buy	17,903 +35	+0.2%	+$4.73K	0.56%	44
2024 Q4	$2.35M	Sell	17,868 -10	-0.1%	-$1.38K	0.56%	47
2024 Q3	$2.42M	Sell	17,878 -1,760	-9%	-$224K	0.56%	45
2024 Q2	$2.39M	Buy	+19,638	New	+$2.42M	0.58%	42

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

Burke & Herbert Bank & Trust's XLI Position: Q2 2026 in Review

Burke & Herbert Bank & Trust increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4% in Q2 2026, buying an estimated $47.8K and bringing the position to 7,150 shares worth $1.32M. The position accounts for 0.33% of the portfolio, ranked #76.

Burke & Herbert Bank & Trust first reported a position in XLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.71M in Q3 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Burke & Herbert Bank & Trust held 7,150 shares of State Street Industrial Select Sector SPDR ETF worth $1.32M as of Q2 2026.
Burke & Herbert Bank & Trust bought 275 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $47.8K.
State Street Industrial Select Sector SPDR ETF made up 0.33% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #76 holding.
Burke & Herbert Bank & Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Burke & Herbert Bank & Trust's State Street Industrial Select Sector SPDR ETF position peaked at $2.71M 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 Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.