Chevy Chase Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Chevy Chase 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	$10.1M	Buy	54,303 +17,560	+48%	+$3.05M	0.03%	402
2026 Q1	$5.94M	Sell	36,743 -30,457	-45%	-$5.11M	0.02%	488
2025 Q4	$10.4M	Buy	67,200 +23,413	+53%	+$3.6M	0.03%	403
2025 Q3	$6.75M	Sell	43,787 -18,134	-29%	-$2.75M	0.02%	470
2025 Q2	$9.13M	Sell	61,921 -3,031	-5%	-$413K	0.03%	420
2025 Q1	$8.51M	Sell	64,952 -4,524	-7%	-$611K	0.03%	428
2024 Q4	$9.15M	Sell	69,476 -5,391	-7%	-$743K	0.03%	418
2024 Q3	$10.1M	Buy	74,867 +9,346	+14%	+$1.19M	0.03%	401
2024 Q2	$7.99M	Sell	65,521 -8,200	-11%	-$1.01M	0.03%	432
2024 Q1	$9.29M	Sell	73,721 -22,030	-23%	-$2.59M	0.03%	418
2023 Q4	$10.9M	Buy	95,751 +71,797	+300%	+$7.54M	0.04%	370
2023 Q3	$2.43M	Hold	23,954	–	–	0.01%	534
2023 Q2	$2.57M	Sell	23,954 -20,529	-46%	-$2.07M	0.01%	530
2023 Q1	$4.5M	Sell	44,483 -13,473	-23%	-$1.36M	0.02%	505
2022 Q4	$5.69M	Buy	57,956 +34,676	+149%	+$3.3M	0.02%	477
2022 Q3	$1.93M	Buy	23,280 +110	+0.5%	+$10.1K	0.01%	545
2022 Q2	$2.02M	Sell	23,170 -500	-2%	-$47.1K	0.01%	546
2022 Q1	$2.44M	Sell	23,670 -1,797	-7%	-$183K	0.01%	540
2021 Q4	$2.69M	Buy	25,467 +334	+1%	+$34.7K	0.01%	543
2021 Q3	$2.46M	Sell	25,133 -70	-0.3%	-$7.19K	0.01%	548
2021 Q2	$2.58M	Buy	25,203 +403	+2%	+$41.3K	0.01%	548
2021 Q1	$2.44M	Buy	24,800 +5,125	+26%	+$469K	0.01%	546
2020 Q4	$1.74M	Hold	19,675	–	–	0.01%	550
2020 Q3	$1.51M	Hold	19,675	–	–	0.01%	550
2020 Q2	$1.35M	Hold	19,675	–	–	0.01%	550
2020 Q1	$1.16M	Buy	19,675 +290	+1%	+$21.9K	0.01%	546
2019 Q4	$1.58M	Buy	19,385 +335	+2%	+$26.7K	0.01%	563
2019 Q3	$1.48M	Sell	19,050 -268	-1%	-$20.6K	0.01%	558
2019 Q2	$1.5M	Buy	19,318 +340	+2%	+$25.9K	0.01%	561
2019 Q1	$1.48M	Sell	18,978 -2,153	-10%	-$156K	0.01%	563
2018 Q4	$1.36M	Buy	21,131 +2,708	+15%	+$192K	0.01%	560
2018 Q3	$1.44M	Sell	18,423 -315	-2%	-$24K	0.01%	556
2018 Q2	$1.34M	Hold	18,738	–	–	0.01%	562
2018 Q1	$1.39M	Sell	18,738 -953	-5%	-$73.4K	0.01%	560
2017 Q4	$1.49M	Buy	19,691 +1,536	+8%	+$112K	0.01%	560
2017 Q3	$1.29M	Hold	18,155	–	–	0.01%	562
2017 Q2	$1.24M	Buy	18,155 +2,075	+13%	+$138K	0.01%	556
2017 Q1	$1.05M	Sell	16,080 -1,250	-7%	-$80.8K	0.01%	555
2016 Q4	$1.08M	Sell	17,330 -54,940	-76%	-$3.31M	0.01%	558
2016 Q3	$4.22M	Buy	+72,270	New	+$4.2M	0.02%	499

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

Chevy Chase Trust's XLI Position: Q2 2026 in Review

Chevy Chase Trust increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 48% in Q2 2026, buying an estimated $3.05M and bringing the position to 54,303 shares worth $10.1M. The position accounts for 0.03% of the portfolio, ranked #402.

Chevy Chase Trust first reported a position in XLI in Q3 2016 and has held it in 40 quarters since. The position peaked at $10.9M in Q4 2023. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Chevy Chase Trust held 54,303 shares of State Street Industrial Select Sector SPDR ETF worth $10.1M as of Q2 2026.
Chevy Chase Trust bought 17,560 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.05M.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Chevy Chase Trust's portfolio in Q2 2026, its #402 holding.
Chevy Chase Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
Chevy Chase Trust's State Street Industrial Select Sector SPDR ETF position peaked at $10.9M in Q4 2023.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.