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
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 $1.37T 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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cape Cod Five Cents Savings Bank's XLI Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q4 2025 at 3,570 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #134.

Cape Cod Five Cents Savings Bank first reported a position in XLI in Q4 2020 and has held it in 21 quarters since. The position peaked at $931K in Q1 2022. 1,501 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Cape Cod Five Cents Savings Bank held 3,570 shares of State Street Industrial Select Sector SPDR ETF worth $484K as of Q4 2025.
Cape Cod Five Cents Savings Bank left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #134 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 21 quarters since.
Cape Cod Five Cents Savings Bank's State Street Industrial Select Sector SPDR ETF position peaked at $931K in Q1 2022.
1,501 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.