Country Club Bank’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Country Club Bank’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 Q3	$992K	Sell	6,479 -20	-0.3%	-$3.03K	0.06%	210
2025 Q2	$954K	Buy	6,499 +1,081	+20%	+$147K	0.06%	213
2025 Q1	$705K	Sell	5,418 -556	-9%	-$75.1K	0.05%	234
2024 Q4	$788K	Buy	5,974 +772	+15%	+$106K	0.05%	222
2024 Q3	$701K	Buy	5,202 +55	+1%	+$6.99K	0.05%	226
2024 Q2	$627K	Hold	5,147	–	–	0.04%	231
2024 Q1	$648K	Sell	5,147 -122	-2%	-$14.4K	0.05%	224
2023 Q4	$601K	Buy	5,269 +337	+7%	+$35.4K	0.05%	227
2023 Q3	$503K	Sell	4,932 -5	-0.1%	-$535	0.04%	231
2023 Q2	$525K	Sell	4,937 -20	-0.4%	-$2.01K	0.04%	222
2023 Q1	$495K	Sell	4,957 -2,735	-36%	-$275K	0.04%	229
2022 Q4	$755K	Sell	7,692 -378	-5%	-$36K	0.07%	194
2022 Q3	$677K	Buy	8,070 +155	+2%	+$14.3K	0.06%	189
2022 Q2	$689K	Sell	7,915 -1,265	-14%	-$119K	0.06%	185
2022 Q1	$960K	Buy	+9,180	New	+$932K	0.08%	161

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

MMH

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

Country Club Bank's XLI Position: Q3 2025 in Review

Country Club Bank reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.31% in Q3 2025, selling an estimated $3.03K and leaving 6,479 shares worth $992K. The position accounts for 0.06% of the portfolio, ranked #210.

Country Club Bank first reported a position in XLI in Q1 2022 and has held it in 15 quarters since. 1,413 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Country Club Bank held 6,479 shares of State Street Industrial Select Sector SPDR ETF worth $992K as of Q3 2025.
Country Club Bank sold 20 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $3.03K.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Country Club Bank's portfolio in Q3 2025, its #210 holding.
Country Club Bank first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
1,413 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.