Essex Savings Bank’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Essex Savings 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
2026 Q2	$641K	Sell	3,462 -25	-0.7%	-$4.34K	0.14%	156
2026 Q1	$564K	Hold	3,487	–	–	0.12%	151
2025 Q4	$541K	Buy	+3,487	New	+$537K	0.12%	159
2019 Q3	–	Sell	-826	Closed	-$64K	–	621
2019 Q2	$64K	Buy	826 +416	+101%	+$31.6K	0.02%	415
2019 Q1	$31K	Hold	410	–	–	0.02%	353
2018 Q4	$26K	Buy	+410	New	+$29.1K	0.02%	364

Other funds holding XLI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Essex Savings Bank's XLI Position: Q2 2026 in Review

Essex Savings Bank reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.72% in Q2 2026, selling an estimated $4.34K and leaving 3,462 shares worth $641K. The position accounts for 0.14% of the portfolio, ranked #156.

Essex Savings Bank first reported a position in XLI in Q4 2018 and has held it in 6 quarters since. 977 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Essex Savings Bank held 3,462 shares of State Street Industrial Select Sector SPDR ETF worth $641K as of Q2 2026.
Essex Savings Bank sold 25 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.34K.
State Street Industrial Select Sector SPDR ETF made up 0.14% of Essex Savings Bank's portfolio in Q2 2026, its #156 holding.
Essex Savings Bank first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 6 quarters since.
977 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.