Everstar Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Everstar Asset 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	$2.47M	Sell	13,358 -535	-4%	-$93K	1.19%	13
2026 Q1	$2.25M	Sell	13,893 -744	-5%	-$125K	1.2%	15
2025 Q4	$2.27M	Sell	14,637 -517	-3%	-$79.5K	1.22%	15
2025 Q3	$2.34M	Sell	15,154 -4,930	-25%	-$747K	1.33%	13
2025 Q2	$2.96M	Sell	20,084 -962	-5%	-$131K	1.81%	6
2025 Q1	$2.76M	Buy	21,046 +140	+0.7%	+$18.9K	1.83%	7
2024 Q4	$2.75M	Buy	20,906 +512	+3%	+$70.6K	1.95%	8
2024 Q3	$2.76M	Buy	+20,394	New	+$2.59M	1.89%	7

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

Everstar Asset Management's XLI Position: Q2 2026 in Review

Everstar Asset Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.9% in Q2 2026, selling an estimated $93K and leaving 13,358 shares worth $2.47M. The position accounts for 1.19% of the portfolio, ranked #13.

Everstar Asset Management first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.96M in Q2 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Everstar Asset Management held 13,358 shares of State Street Industrial Select Sector SPDR ETF worth $2.47M as of Q2 2026.
Everstar Asset Management sold 535 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $93K.
State Street Industrial Select Sector SPDR ETF made up 1.19% of Everstar Asset Management's portfolio in Q2 2026, its #13 holding.
Everstar Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $2.96M in Q2 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.