Commonwealth Equity Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Commonwealth Equity Services’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	$82M	Buy	442,809 +23,238	+6%	+$4.04M	0.1%	200
2026 Q1	$67.9M	Sell	419,571 -9,270	-2%	-$1.56M	0.09%	216
2025 Q4	$66.5M	Buy	428,841 +33,904	+9%	+$5.22M	0.09%	224
2025 Q3	$60.9M	Sell	394,937 -8,082	-2%	-$1.22M	0.08%	239
2025 Q2	$59.5M	Sell	403,019 -121,859	-23%	-$16.6M	0.08%	249
2025 Q1	$68.8M	Buy	524,878 +5,841	+1%	+$789K	0.1%	203
2024 Q4	$68.4M	Buy	519,037 +9,168	+2%	+$1.26M	0.1%	195
2024 Q3	$69.1M	Buy	509,869 +1,276	+0.3%	+$162K	0.1%	188
2024 Q2	$62M	Buy	508,593 +51,495	+11%	+$6.35M	0.1%	192
2024 Q1	$57.6M	Sell	457,098 -37,390	-8%	-$4.4M	0.1%	202
2023 Q4	$56.4M	Buy	494,488 +28,303	+6%	+$2.97M	0.1%	188
2023 Q3	$47.3M	Buy	466,185 +136,704	+41%	+$14.6M	0.1%	197
2023 Q2	$35.4M	Sell	329,481 -38,951	-11%	-$3.92M	0.07%	263
2023 Q1	$37.3K	Buy	368,432 +18,648	+5%	+$1.88M	0.08%	228
2022 Q4	$34.4M	Buy	349,784 +38,416	+12%	+$3.66M	0.08%	234
2022 Q3	$25.8M	Sell	311,368 -23,875	-7%	-$2.2M	0.07%	270
2022 Q2	$29.3M	Sell	335,243 -41,604	-11%	-$3.92M	0.08%	247
2022 Q1	$38.8M	Sell	376,847 -39,242	-9%	-$3.99M	0.09%	216
2021 Q4	$44M	Buy	416,089 +19,573	+5%	+$2.03M	0.1%	193
2021 Q3	$38.8M	Sell	396,516 -30,552	-7%	-$3.14M	0.1%	201
2021 Q2	$43.7M	Sell	427,068 -59,425	-12%	-$6.09M	0.11%	182
2021 Q1	$47.9M	Buy	486,493 +164,724	+51%	+$15.1M	0.14%	157
2020 Q4	$28.5M	Buy	321,769 +89,211	+38%	+$7.52M	0.09%	227
2020 Q3	$17.9M	Sell	232,558 -3,422	-1%	-$256K	0.06%	287
2020 Q2	$16.2M	Sell	235,980 -6,149	-3%	-$399K	0.06%	289
2020 Q1	$14.3M	Sell	242,129 -66,857	-22%	-$5.04M	0.07%	273
2019 Q4	$25.2M	Buy	308,986 +30,656	+11%	+$2.45M	0.1%	206
2019 Q3	$21.6M	Buy	278,330 +27,688	+11%	+$2.12M	0.09%	215
2019 Q2	$19.4M	Sell	250,642 -10,266	-4%	-$781K	0.09%	231
2019 Q1	$19.6M	Sell	260,908 -32,099	-11%	-$2.32M	0.09%	221
2018 Q4	$18.9M	Sell	293,007 -5,125	-2%	-$363K	0.1%	195
2018 Q3	$23.4M	Buy	298,132 +12,480	+4%	+$951K	0.11%	177
2018 Q2	$20.5M	Sell	285,652 -71,395	-20%	-$5.29M	0.11%	182
2018 Q1	$26.5M	Buy	357,047 +15,353	+4%	+$1.18M	0.14%	139
2017 Q4	$25.9M	Buy	341,694 +26,393	+8%	+$1.92M	0.14%	146
2017 Q3	$22.4M	Sell	315,301 -38,120	-11%	-$2.62M	0.13%	151
2017 Q2	$24.1M	Buy	353,421 +47,090	+15%	+$3.14M	0.15%	132
2017 Q1	$19.9M	Sell	306,331 -1,125	-0.4%	-$72.7K	0.13%	150
2016 Q4	$19.1M	Buy	307,456 +120,180	+64%	+$7.24M	0.14%	146
2016 Q3	$10.9M	Buy	187,276 +107,121	+134%	+$6.22M	0.09%	219
2016 Q2	$4.49M	Buy	80,155 +1,060	+1%	+$59.1K	0.04%	384
2016 Q1	$4.39M	Buy	79,095 +4,792	+6%	+$248K	0.04%	381
2015 Q4	$3.94M	Sell	74,303 -3,347	-4%	-$180K	0.04%	399
2015 Q3	$3.87M	Sell	77,650 -113,755	-59%	-$5.99M	0.04%	366
2015 Q2	$10.3M	Sell	191,405 -51,107	-21%	-$2.87M	0.1%	200
2015 Q1	$13.5M	Buy	242,512 +126,526	+109%	+$7.12M	0.14%	152
2014 Q4	$6.56M	Buy	115,986 +7,229	+7%	+$397K	0.07%	241
2014 Q3	$5.78M	Sell	108,757 -7,997	-7%	-$429K	0.07%	250
2014 Q2	$6.31M	Buy	116,754 +9,286	+9%	+$496K	0.08%	238
2014 Q1	$5.62M	Sell	107,468 -71,337	-40%	-$3.66M	0.08%	240
2013 Q4	$9.34M	Buy	178,805 +95,610	+115%	+$4.7M	0.14%	149
2013 Q3	$3.86M	Buy	83,195 +26,136	+46%	+$1.18M	0.06%	281
2013 Q2	$2.43M	Buy	+57,059	New	+$2.42M	0.04%	369

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

Commonwealth Equity Services's XLI Position: Q2 2026 in Review

Commonwealth Equity Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.5% in Q2 2026, buying an estimated $4.04M and bringing the position to 442,809 shares worth $82M. The position accounts for 0.1% of the portfolio, ranked #200.

Commonwealth Equity Services first reported a position in XLI in Q2 2013 and has held it in 53 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Commonwealth Equity Services held 442,809 shares of State Street Industrial Select Sector SPDR ETF worth $82M as of Q2 2026.
Commonwealth Equity Services bought 23,238 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.04M.
State Street Industrial Select Sector SPDR ETF made up 0.1% of Commonwealth Equity Services's portfolio in Q2 2026, its #200 holding.
Commonwealth Equity Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.