Citizens National Bank Trust Department’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Citizens National Bank Trust Department’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	$9.26K	Hold	50	–	–	﹤0.01%	339
2026 Q1	$8.09K	Hold	50	–	–	﹤0.01%	341
2025 Q4	$7.76K	Hold	50	–	–	﹤0.01%	339
2025 Q3	$7.71K	Hold	50	–	–	﹤0.01%	353
2025 Q2	$7.38K	Sell	50 -47	-48%	-$6.41K	﹤0.01%	346
2025 Q1	$12.7K	Buy	97 +47	+94%	+$6.35K	﹤0.01%	330
2024 Q4	$6.59K	Hold	50	–	–	﹤0.01%	318
2024 Q3	$6.77K	Sell	50 -75	-60%	-$9.53K	﹤0.01%	316
2024 Q2	$15.2K	Hold	125	–	–	﹤0.01%	280
2024 Q1	$15.7K	Sell	125 -45	-26%	-$5.3K	﹤0.01%	271
2023 Q4	$19.4K	Hold	170	–	–	﹤0.01%	249
2023 Q3	$17.2K	Hold	170	–	–	﹤0.01%	254
2023 Q2	$18.2K	Hold	170	–	–	﹤0.01%	260
2023 Q1	$17.2K	Sell	170 -315	-65%	-$31.7K	﹤0.01%	253
2022 Q4	$48K	Hold	485	–	–	0.01%	205
2022 Q3	$40K	Sell	485 -130	-21%	-$12K	0.01%	210
2022 Q2	$54K	Sell	615 -947	-61%	-$89.3K	0.02%	199
2022 Q1	$149K	Sell	1,562 -805	-34%	-$81.8K	0.06%	144
2021 Q4	$250K	Buy	+2,367	New	+$246K	0.09%	126

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

Citizens National Bank Trust Department's XLI Position: Q2 2026 in Review

Citizens National Bank Trust Department held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 50 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Citizens National Bank Trust Department first reported a position in XLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $250K in Q4 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Citizens National Bank Trust Department held 50 shares of State Street Industrial Select Sector SPDR ETF worth $9.26K as of Q2 2026.
Citizens National Bank Trust Department left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #339 holding.
Citizens National Bank Trust Department first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Citizens National Bank Trust Department's State Street Industrial Select Sector SPDR ETF position peaked at $250K in Q4 2021.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.