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

Colonial Trust Advisors’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 Q1	$35.1K	Hold	217	–	–	﹤0.01%	390
2025 Q4	$33.7K	Hold	217	–	–	﹤0.01%	395
2025 Q3	$33.5K	Sell	217 -218	-50%	-$33K	﹤0.01%	384
2025 Q2	$64.2K	Hold	435	–	–	0.01%	307
2025 Q1	$57K	Buy	+435	New	+$58.8K	0.01%	320

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Colonial Trust Advisors's XLI Position: Q1 2026 in Review

Colonial Trust Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 217 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Colonial Trust Advisors first reported a position in XLI in Q1 2025 and has held it in 5 quarters since. The position peaked at $64.2K in Q2 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Colonial Trust Advisors held 217 shares of State Street Industrial Select Sector SPDR ETF worth $35.1K as of Q1 2026.
Colonial Trust Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #390 holding.
Colonial Trust Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
Colonial Trust Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $64.2K in Q2 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.