Corient Private Wealth
XLI icon

Corient Private Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Corient Private Wealth’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 		$14.2M Sell
113,859
-261,509
-70% -$43.9M 0.02% 500
2025
Q4 		$39.1M Buy
375,368
+275,585
+276% +$42.4M 0.03% 415
2025
Q3 		$15.4M Sell
99,783
-6,063
-6% -$919K 0.02% 437
2025
Q2 		$15.6M Buy
105,846
+35,233
+50% +$4.81M 0.02% 431
2025
Q1 		$9.26M Sell
70,613
-97,176
-58% -$13.1M 0.02% 536
2024
Q4 		$17.4M Buy
167,789
+45,181
+37% +$6.23M 0.03% 415
2024
Q3 		$16.6M Sell
122,608
-6,903
-5% -$877K 0.03% 451
2024
Q2 		$15.8M Sell
129,511
-24,305
-16% -$3M 0.03% 433
2024
Q1 		$19.4M Sell
153,816
-21,866
-12% -$2.57M 0.03% 397
2023
Q4 		$20M Buy
175,682
+11,684
+7% +$1.23M 0.04% 386
2023
Q3 		$16.6M Buy
163,998
+24,139
+17% +$2.58M 0.04% 386
2023
Q2 		$15M Buy
139,859
+9,976
+8% +$1M 0.03% 399
2023
Q1 		$13.1M Buy
129,883
+14,256
+12% +$1.43M 0.04% 392
2022
Q4 		$11.4M Buy
+115,627
New +$11M 0.04% 352

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Citigroup New York $157B AUM 32.99% 1-Year Est. Return