Cape Cod Five Cents Savings Bank’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cape Cod Five Cents Savings Bank’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	$3.46M	Buy	+18,655	New	+$3.24M	0.28%	65
2025 Q4	$484K	Hold	3,570	–	–	0.04%	134
2025 Q3	$484K	Hold	3,570	–	–	0.04%	134
2025 Q2	$484K	Hold	3,570	–	–	0.04%	134
2025 Q1	$484K	Hold	3,570	–	–	0.04%	134
2024 Q4	$484K	Hold	3,570	–	–	0.04%	134
2024 Q3	$484K	Sell	3,570 -1,000	-22%	-$127K	0.04%	134
2024 Q2	$557K	Sell	4,570 -223	-5%	-$27.5K	0.05%	126
2024 Q1	$604K	Sell	4,793 -1,669	-26%	-$196K	0.06%	127
2023 Q4	$737K	Sell	6,462 -2,566	-28%	-$269K	0.07%	124
2023 Q3	$915K	Buy	9,028 +4,929	+120%	+$528K	0.05%	139
2023 Q2	$440K	Sell	4,099 -161	-4%	-$16.2K	0.05%	139
2023 Q1	$431K	Sell	4,260 -309	-7%	-$31.1K	0.05%	137
2022 Q4	$449K	Sell	4,569 -517	-10%	-$49.2K	0.05%	147
2022 Q3	$421K	Sell	5,086 -600	-11%	-$55.2K	0.05%	138
2022 Q2	$497K	Sell	5,686 -3,353	-37%	-$316K	0.06%	136
2022 Q1	$931K	Buy	9,039 +3,223	+55%	+$327K	0.09%	112
2021 Q4	$615K	Hold	5,816	–	–	0.06%	123
2021 Q3	$569K	Sell	5,816 -460	-7%	-$47.3K	0.06%	125
2021 Q2	$643K	Sell	6,276 -249	-4%	-$25.5K	0.07%	123
2021 Q1	$642K	Sell	6,525 -2,059	-24%	-$189K	0.07%	116
2020 Q4	$760K	Buy	+8,584	New	+$723K	0.09%	113

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

Cape Cod Five Cents Savings Bank's XLI Position: Q2 2026 in Review

Cape Cod Five Cents Savings Bank opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 18,655 shares worth $3.46M. The stake represents 0.28% of the portfolio and ranks #65 among its holdings. This is a return to the name: Cape Cod Five Cents Savings Bank previously reported a position in XLI as recently as Q4 2025.

Cape Cod Five Cents Savings Bank first reported a position in XLI in Q4 2020 and has held it in 22 quarters since. 1,658 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Cape Cod Five Cents Savings Bank held 18,655 shares of State Street Industrial Select Sector SPDR ETF worth $3.46M as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Cape Cod Five Cents Savings Bank position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.28% of Cape Cod Five Cents Savings Bank's portfolio in Q2 2026, its #65 holding.
Cape Cod Five Cents Savings Bank first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
1,658 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q2 2026, filed 14 Aug 2026.