Cresset Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cresset Asset Management’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	$5.71M	Sell	30,836 -4,326	-12%	-$752K	0.02%	383
2026 Q1	$5.69M	Buy	35,162 +1,181	+3%	+$198K	0.02%	348
2025 Q4	$5.27M	Buy	33,981 +1,067	+3%	+$164K	0.02%	358
2025 Q3	$5.08M	Buy	32,914 +90	+0.3%	+$13.6K	0.02%	349
2025 Q2	$4.84M	Sell	32,824 -18,370	-36%	-$2.51M	0.02%	338
2025 Q1	$6.71M	Sell	51,194 -4,740	-8%	-$641K	0.03%	305
2024 Q4	$7.37M	Sell	55,934 -15,825	-22%	-$2.18M	0.04%	281
2024 Q3	$9.72M	Buy	71,759 +963	+1%	+$122K	0.04%	311
2024 Q2	$8.63M	Buy	70,796 +2,556	+4%	+$315K	0.04%	316
2024 Q1	$8.6M	Buy	68,240 +8,004	+13%	+$942K	0.04%	280
2023 Q4	$6.87M	Buy	60,236 +2,845	+5%	+$299K	0.04%	271
2023 Q3	$5.82M	Buy	57,391 +4,355	+8%	+$466K	0.02%	300
2023 Q2	$5.69M	Buy	53,036 +16,242	+44%	+$1.64M	0.01%	381
2023 Q1	$3.72M	Buy	36,794 +109	+0.3%	+$11K	0.07%	154
2022 Q4	$2.3M	Buy	36,685 +16,263	+80%	+$1.55M	0.03%	188
2022 Q3	$1.69M	Sell	20,422 -375	-2%	-$34.5K	0.02%	236
2022 Q2	$1.82M	Buy	20,797 +12,749	+158%	+$1.2M	0.02%	244
2022 Q1	$829K	Buy	8,048 +927	+13%	+$94.2K	0.01%	458
2021 Q4	$753K	Buy	7,121 +3,187	+81%	+$331K	0.01%	546
2021 Q3	$385K	Buy	3,934 +1,151	+41%	+$118K	0.01%	725
2021 Q2	$286K	Sell	2,783 -595	-18%	-$61K	﹤0.01%	799
2021 Q1	$332K	Sell	3,378 -954	-22%	-$87.4K	0.01%	633
2020 Q4	$384K	Buy	+4,332	New	+$365K	0.01%	480

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

Cresset Asset Management's XLI Position: Q2 2026 in Review

Cresset Asset Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 12% in Q2 2026, selling an estimated $752K and leaving 30,836 shares worth $5.71M. The position accounts for 0.02% of the portfolio, ranked #383.

Cresset Asset Management first reported a position in XLI in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.72M in Q3 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Cresset Asset Management held 30,836 shares of State Street Industrial Select Sector SPDR ETF worth $5.71M as of Q2 2026.
Cresset Asset Management sold 4,326 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $752K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #383 holding.
Cresset Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Cresset Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $9.72M in Q3 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.