DT
XLI icon

Diversified Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Diversified Trust’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 		$346K Buy
+1,868
New +$325K 0.01% 869
2025
Q2 		– Sell
-4,511
Closed -$591K – 1016
2025
Q1 		$591K Buy
+4,511
New +$610K 0.01% 524

Other funds holding XLI

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Diversified Trust's XLI Position: Q2 2026 in Review

Diversified Trust opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,868 shares worth $346K. The stake represents 0.01% of the portfolio and ranks #869 among its holdings. This is a return to the name: Diversified Trust previously reported a position in XLI as recently as Q1 2025.

Diversified Trust first reported a position in XLI in Q1 2025 and has held it in 2 quarters since. The position peaked at $591K in Q1 2025. 497 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Diversified Trust held 1,868 shares of State Street Industrial Select Sector SPDR ETF worth $346K as of Q2 2026.
  • State Street Industrial Select Sector SPDR ETF was a new Diversified Trust position in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #869 holding.
  • Diversified Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 2 quarters since.
  • Diversified Trust's State Street Industrial Select Sector SPDR ETF position peaked at $591K in Q1 2025.
  • 497 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.