Estate Counselors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Estate Counselors’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 Q1	–	Sell	-60,770	Closed	-$9.43M	–	124
2025 Q4	$9.43M	Buy	+60,770	New	+$9.35M	0.79%	20
2024 Q4	–	Sell	-62,676	Closed	-$8.49M	–	125
2024 Q3	$8.49M	Sell	62,676 -49	-0.1%	-$6.23K	0.88%	14
2024 Q2	$7.64M	Sell	62,725 -290	-0.5%	-$35.7K	0.84%	17
2024 Q1	$7.94M	Sell	63,015 -845	-1%	-$99.4K	0.91%	9
2023 Q4	$7.28M	Sell	63,860 -126,765	-66%	-$13.3M	0.9%	28
2023 Q3	$19.3M	Buy	190,625 +2,540	+1%	+$272K	2.57%	9
2023 Q2	$20.2M	Sell	188,085 -255	-0.1%	-$25.7K	2.56%	10
2023 Q1	$19.1M	Buy	188,340 +118,816	+171%	+$12M	2.52%	14
2022 Q4	$6.83M	Buy	69,524 +3,350	+5%	+$319K	0.95%	32
2022 Q3	$5.48M	Sell	66,174 -84,085	-56%	-$7.74M	0.85%	31
2022 Q2	$13.1M	Sell	150,259 -10,855	-7%	-$1.02M	1.95%	15
2022 Q1	$16.6M	Sell	161,114 -24,555	-13%	-$2.49M	2.16%	14
2021 Q4	$19.6M	Buy	185,669 +9,794	+6%	+$1.02M	2.39%	6
2021 Q3	$17.2M	Buy	175,875 +104,020	+145%	+$10.7M	2.15%	14
2021 Q2	$7.36M	Buy	71,855 +255	+0.4%	+$26.1K	0.96%	34
2021 Q1	$7.05M	Sell	71,600 -13,200	-16%	-$1.21M	1.03%	37
2020 Q4	$7.51M	Sell	84,800 -3,080	-4%	-$260K	1.13%	30
2020 Q3	$6.76M	Buy	87,880 +3,650	+4%	+$273K	1.05%	35
2020 Q2	$5.79M	Buy	+84,230	New	+$5.46M	0.92%	34
2019 Q4	–	Sell	-83,915	Closed	-$6.51M	–	79
2019 Q3	$6.51M	Sell	83,915 -950	-1%	-$72.9K	1%	37
2019 Q2	$6.57M	Buy	+84,865	New	+$6.45M	1.03%	36
2018 Q3	–	Sell	-66,460	Closed	-$4.76M	–	70
2018 Q2	$4.76M	Buy	66,460 +2,860	+4%	+$212K	0.9%	40
2018 Q1	$4.72M	Buy	63,600 +9,100	+17%	+$701K	0.88%	40
2017 Q4	$4.12M	Sell	54,500 -79,500	-59%	-$5.78M	0.83%	42
2017 Q3	$9.51M	Buy	134,000 +54,000	+68%	+$3.71M	1.89%	23
2017 Q2	$5.45M	Buy	80,000 +50,000	+167%	+$3.34M	1.24%	30
2017 Q1	$1.95M	Hold	30,000	–	–	0.51%	45
2016 Q4	$1.87M	Buy	+30,000	New	+$1.81M	0.52%	49
2016 Q1	–	Sell	-11,100	Closed	-$588K	–	73
2015 Q4	$588K	Sell	11,100 -600	-5%	-$32.2K	0.24%	57
2015 Q3	$583K	Hold	11,700	–	–	0.23%	54
2015 Q2	$632K	Hold	11,700	–	–	0.22%	42
2015 Q1	$653K	Hold	11,700	–	–	0.23%	43
2014 Q4	$662K	Hold	11,700	–	–	0.23%	44
2014 Q3	$622K	Hold	11,700	–	–	0.24%	41
2014 Q2	$633K	Hold	11,700	–	–	0.24%	40
2014 Q1	$612K	Hold	11,700	–	–	0.25%	40
2013 Q4	$611K	Hold	11,700	–	–	0.27%	40
2013 Q3	$543K	Buy	+11,700	New	+$529K	0.25%	41

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MMH

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Estate Counselors's XLI Position: Q1 2026 in Review

Estate Counselors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 60,770 shares — an estimated $9.43M sold.

Estate Counselors first reported a position in XLI in Q3 2013 and held it in 38 quarters. The position peaked at $20.2M in Q2 2023. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Estate Counselors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Estate Counselors sold 60,770 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $9.43M.
Estate Counselors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and held it in 38 quarters.
Estate Counselors's State Street Industrial Select Sector SPDR ETF position peaked at $20.2M in Q2 2023.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.