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

Clearstead 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
2025 Q4	–	Sell	-49	Closed	-$7.56K	–	1559
2025 Q3	$7.56K	Hold	49	–	–	﹤0.01%	655
2025 Q2	$7.23K	Hold	49	–	–	﹤0.01%	667
2025 Q1	$6.42K	Hold	49	–	–	﹤0.01%	544
2024 Q4	$6.46K	Sell	49 -10,043	-100%	-$1.38M	﹤0.01%	379
2024 Q3	$1.37M	Buy	+10,092	New	+$1.28M	0.33%	50
2020 Q2	–	Sell	-1,000	Closed	-$59K	–	176
2020 Q1	$59K	Hold	1,000	–	–	0.05%	120
2019 Q4	$81K	Hold	1,000	–	–	0.06%	120
2019 Q3	$78K	Hold	1,000	–	–	0.06%	119
2019 Q2	$77K	Hold	1,000	–	–	0.06%	119
2019 Q1	$76K	Hold	1,000	–	–	0.06%	119
2018 Q4	$64K	Buy	+1,000	New	+$70.9K	0.06%	130

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MMH

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearstead Trust's XLI Position: Q4 2025 in Review

Clearstead Trust sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 49 shares — an estimated $7.56K sold.

Clearstead Trust first reported a position in XLI in Q4 2018 and held it in 11 quarters. The position peaked at $1.37M in Q3 2024. 1,503 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Clearstead Trust reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 49 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $7.56K.
Clearstead Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and held it in 11 quarters.
Clearstead Trust's State Street Industrial Select Sector SPDR ETF position peaked at $1.37M in Q3 2024.
1,503 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.