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 Q2	$40.2K	Hold	217	–	–	﹤0.01%	397
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 $1.55T 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

Colonial Trust Advisors's XLI Position: Q2 2026 in Review

Colonial Trust Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 217 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Colonial Trust Advisors first reported a position in XLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $64.2K in Q2 2025. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Colonial Trust Advisors held 217 shares of State Street Industrial Select Sector SPDR ETF worth $40.2K as of Q2 2026.
Colonial Trust Advisors 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 Colonial Trust Advisors's portfolio in Q2 2026, its #397 holding.
Colonial Trust Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Colonial Trust Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $64.2K in Q2 2025.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.