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
2026 Q3	$17.5K	Buy	+105	New	+$18.7K	﹤0.01%	539
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Clearstead Trust's XLI Position: Q3 2026 in Review

Clearstead Trust opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026: 105 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in XLI as recently as Q3 2025.

Clearstead Trust first reported a position in XLI in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.37M in Q3 2024. 1,269 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Clearstead Trust held 105 shares of State Street Industrial Select Sector SPDR ETF worth $17.5K as of Q3 2026.
State Street Industrial Select Sector SPDR ETF was a new Clearstead Trust position in Q3 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #539 holding.
Clearstead Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
Clearstead Trust's State Street Industrial Select Sector SPDR ETF position peaked at $1.37M in Q3 2024.
1,269 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.