Cerity Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cerity Partners’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	$46.5M	Sell	251,043 -5,189	-2%	-$902K	0.06%	271
2026 Q1	$41.4M	Buy	256,232 +11,230	+5%	+$1.88M	0.06%	277
2025 Q4	$38M	Buy	245,002 +119,366	+95%	+$18.4M	0.06%	281
2025 Q3	$19.4M	Sell	125,636 -16,918	-12%	-$2.56M	0.03%	388
2025 Q2	$21M	Sell	142,554 -575	-0.4%	-$78.4K	0.04%	349
2025 Q1	$18.8M	Buy	143,129 +5,074	+4%	+$686K	0.04%	351
2024 Q4	$18.2M	Buy	138,055 +11,336	+9%	+$1.56M	0.04%	329
2024 Q3	$17.2M	Sell	126,719 -8,053	-6%	-$1.02M	0.04%	351
2024 Q2	$16.4M	Sell	134,772 -73,829	-35%	-$9.1M	0.04%	308
2024 Q1	$26.3M	Sell	208,601 -131,777	-39%	-$15.5M	0.07%	250
2023 Q4	$38.8M	Buy	340,378 +230,988	+211%	+$24.2M	0.13%	156
2023 Q3	$11.1M	Sell	109,390 -199,299	-65%	-$21.3M	0.05%	278
2023 Q2	$33.1M	Sell	308,689 -180,493	-37%	-$18.2M	0.13%	155
2023 Q1	$49.5M	Sell	489,182 -4,236	-0.9%	-$426K	0.12%	132
2022 Q4	$48.5M	Buy	493,418 +25,345	+5%	+$2.41M	0.31%	77
2022 Q3	$38.8M	Buy	468,073 +9,328	+2%	+$859K	0.47%	44
2022 Q2	$40.1M	Buy	458,745 +190,316	+71%	+$17.9M	0.44%	45
2022 Q1	$27.6M	Buy	268,429 +180,820	+206%	+$18.4M	0.43%	48
2021 Q4	$9.27M	Buy	87,609 +73,328	+513%	+$7.62M	0.14%	130
2021 Q3	$1.4M	Sell	14,281 -578	-4%	-$59.4K	0.03%	319
2021 Q2	$1.52M	Buy	14,859 +270	+2%	+$27.7K	0.03%	307
2021 Q1	$1.44M	Buy	+14,589	New	+$1.34M	0.03%	296
2019 Q1	–	Sell	-32,370	Closed	-$2.08M	–	582
2018 Q4	$2.08M	Buy	+32,370	New	+$2.29M	0.14%	154
2017 Q2	–	Sell	-8,870	Closed	-$577K	–	448
2017 Q1	$577K	Buy	+8,870	New	+$573K	0.05%	242

Other funds holding XLI

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Cerity Partners's XLI Position: Q2 2026 in Review

Cerity Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2% in Q2 2026, selling an estimated $902K and leaving 251,043 shares worth $46.5M. The position accounts for 0.06% of the portfolio, ranked #271.

Cerity Partners first reported a position in XLI in Q1 2017 and has held it in 24 quarters since. The position peaked at $49.5M in Q1 2023. 1,568 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Cerity Partners held 251,043 shares of State Street Industrial Select Sector SPDR ETF worth $46.5M as of Q2 2026.
Cerity Partners sold 5,189 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $902K.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Cerity Partners's portfolio in Q2 2026, its #271 holding.
Cerity Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and has held it in 24 quarters since.
Cerity Partners's State Street Industrial Select Sector SPDR ETF position peaked at $49.5M in Q1 2023.
1,568 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.