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

Cornerstone Capital’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 Q1	–	Sell	-1,600	Closed	-$211K	–	104
2024 Q4	$211K	Sell	1,600 -630	-28%	-$86.8K	0.02%	98
2024 Q3	$302K	Hold	2,230	–	–	0.03%	93
2024 Q2	$272K	Sell	2,230 -2,755	-55%	-$340K	0.03%	89
2024 Q1	$628K	Sell	4,985 -3,580	-42%	-$421K	0.06%	68
2023 Q4	$976K	Hold	8,565	–	–	0.11%	63
2023 Q3	$868K	Sell	8,565 -130	-1%	-$13.9K	0.1%	57
2023 Q2	$933K	Buy	+8,695	New	+$875K	0.11%	57

Other funds holding XLI

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Cornerstone Capital's XLI Position: Q1 2025 in Review

Cornerstone Capital sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2025, closing a stake of 1,600 shares — an estimated $211K sold.

Cornerstone Capital first reported a position in XLI in Q2 2023 and held it in 7 quarters. The position peaked at $976K in Q4 2023. 1,350 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

Cornerstone Capital reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Cornerstone Capital sold 1,600 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $211K.
Cornerstone Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and held it in 7 quarters.
Cornerstone Capital's State Street Industrial Select Sector SPDR ETF position peaked at $976K in Q4 2023.
1,350 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on Cornerstone Capital's 13F filing for Q1 2025, filed 13 May 2025.