Evergreen Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Evergreen Capital 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	$359K	Sell	1,936 -65	-3%	-$11.3K	0.01%	1107
2026 Q1	$324K	Hold	2,001	–	–	0.01%	1073
2025 Q4	$310K	Buy	2,001 +159	+9%	+$24.5K	0.01%	1013
2025 Q3	$284K	Buy	1,842 +119	+7%	+$18K	0.01%	1015
2025 Q2	$254K	Sell	1,723 -289	-14%	-$39.4K	0.01%	878
2025 Q1	$264K	Sell	2,012 -111	-5%	-$15K	0.01%	827
2024 Q4	$280K	Hold	2,123	–	–	0.01%	774
2024 Q3	$288K	Sell	2,123 -53	-2%	-$6.74K	0.01%	732
2024 Q2	$265K	Buy	2,176 +53	+2%	+$6.53K	0.01%	710
2024 Q1	$267K	Buy	2,123 +78	+4%	+$9.18K	0.01%	678
2023 Q4	$233K	Buy	2,045 +50	+3%	+$5.25K	0.01%	705
2023 Q3	$202K	Buy	+1,995	New	+$214K	0.01%	713
2020 Q4	–	Sell	-5,000	Closed	-$385K	–	470
2020 Q3	$385K	Hold	5,000	–	–	0.03%	294
2020 Q2	$344K	Hold	5,000	–	–	0.03%	291
2020 Q1	$295K	Hold	5,000	–	–	0.03%	281
2019 Q4	$407K	Hold	5,000	–	–	0.03%	284
2019 Q3	$388K	Hold	5,000	–	–	0.04%	259
2019 Q2	$387K	Buy	+5,000	New	+$380K	0.04%	258

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

Evergreen Capital Management's XLI Position: Q2 2026 in Review

Evergreen Capital Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.2% in Q2 2026, selling an estimated $11.3K and leaving 1,936 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #1107.

Evergreen Capital Management first reported a position in XLI in Q2 2019 and has held it in 18 quarters since. The position peaked at $407K in Q4 2019. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Evergreen Capital Management held 1,936 shares of State Street Industrial Select Sector SPDR ETF worth $359K as of Q2 2026.
Evergreen Capital Management sold 65 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $11.3K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1107 holding.
Evergreen Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2019 and has held it in 18 quarters since.
Evergreen Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $407K in Q4 2019.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.