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

Equitable 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	$621K	Hold	3,354	–	–	0.03%	291
2026 Q1	$542K	Buy	3,354 +6	+0.2%	+$1.01K	0.03%	308
2025 Q4	$519K	Buy	3,348 +326	+11%	+$50.2K	0.02%	313
2025 Q3	$466K	Hold	3,022	–	–	0.02%	325
2025 Q2	$446K	Hold	3,022	–	–	0.02%	322
2025 Q1	$396K	Hold	3,022	–	–	0.02%	352
2024 Q4	$398K	Sell	3,022 -300	-9%	-$41.4K	0.02%	365
2024 Q3	$450K	Hold	3,322	–	–	0.03%	332
2024 Q2	$405K	Hold	3,322	–	–	0.03%	335
2024 Q1	$418K	Sell	3,322 -594	-15%	-$69.9K	0.03%	326
2023 Q4	$446K	Hold	3,916	–	–	0.03%	295
2023 Q3	$397K	Hold	3,916	–	–	0.03%	292
2023 Q2	$420K	Sell	3,916 -496	-11%	-$49.9K	0.03%	283
2023 Q1	$446K	Hold	4,412	–	–	0.04%	270
2022 Q4	$433K	Sell	4,412 -498	-10%	-$47.4K	0.03%	280
2022 Q3	$407K	Hold	4,910	–	–	0.03%	279
2022 Q2	$428K	Sell	4,910 -1,482	-23%	-$140K	0.03%	269
2022 Q1	$658K	Sell	6,392 -660	-9%	-$67K	0.04%	213
2021 Q4	$746K	Hold	7,052	–	–	0.05%	202
2021 Q3	$690K	Hold	7,052	–	–	0.04%	210
2021 Q2	$722K	Sell	7,052 -60	-0.8%	-$6.15K	0.05%	215
2021 Q1	$700K	Buy	7,112 +1,494	+27%	+$137K	0.05%	208
2020 Q4	$497K	Hold	5,618	–	–	0.04%	250
2020 Q3	$432K	Sell	5,618 -400	-7%	-$29.9K	0.04%	245
2020 Q2	$413K	Buy	6,018 +1,597	+36%	+$104K	0.04%	235
2020 Q1	$261K	Sell	4,421 -12,366	-74%	-$932K	0.03%	270
2019 Q4	$1.37M	Sell	16,787 -1,740	-9%	-$139K	0.13%	127
2019 Q3	$1.44M	Sell	18,527 -21,475	-54%	-$1.65M	0.15%	114
2019 Q2	$3.1M	Sell	40,002 -271	-0.7%	-$20.6K	0.33%	83
2019 Q1	$3.02M	Buy	40,273 +6,895	+21%	+$499K	0.35%	82
2018 Q4	$2.15M	Buy	33,378 +437	+1%	+$31K	0.28%	89
2018 Q3	$2.58M	Buy	32,941 +381	+1%	+$29K	0.3%	94
2018 Q2	$2.33M	Buy	+32,560	New	+$2.41M	0.3%	97

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

Equitable Trust's XLI Position: Q2 2026 in Review

Equitable Trust held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 3,354 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #291.

Equitable Trust first reported a position in XLI in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.1M in Q2 2019. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Equitable Trust held 3,354 shares of State Street Industrial Select Sector SPDR ETF worth $621K as of Q2 2026.
Equitable Trust left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Equitable Trust's portfolio in Q2 2026, its #291 holding.
Equitable Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2018 and has held it in 33 quarters since.
Equitable Trust's State Street Industrial Select Sector SPDR ETF position peaked at $3.1M in Q2 2019.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.