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

Cornerstone 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
2025 Q4	–	Sell	-234,600	Closed	-$36.2M	–	270
2025 Q3	$36.2M	Sell	234,600 -89,400	-28%	-$13.5M	1.19%	16
2025 Q2	$47.8M	Sell	324,000 -1,200	-0.4%	-$164K	1.64%	9
2025 Q1	$42.6M	Hold	325,200	–	–	1.84%	9
2024 Q4	$42.8M	Buy	325,200 +3,300	+1%	+$455K	1.71%	9
2024 Q3	$43.6M	Buy	321,900 +92,100	+40%	+$11.7M	1.72%	9
2024 Q2	$28M	Buy	229,800 +181,700	+378%	+$22.4M	1.14%	17
2024 Q1	$6.06M	Buy	+48,100	New	+$5.66M	0.25%	105

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 $445B AUM 25.58% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMH

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

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

Cornerstone Advisors's XLI Position: Q4 2025 in Review

Cornerstone Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 234,600 shares — an estimated $36.2M sold.

Cornerstone Advisors first reported a position in XLI in Q1 2024 and held it in 7 quarters. The position peaked at $47.8M in Q2 2025. 1,502 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Cornerstone Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Cornerstone Advisors sold 234,600 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $36.2M.
Cornerstone Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
Cornerstone Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $47.8M in Q2 2025.
1,502 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.