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WELLINGTON-ALTUS USA INC.’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		– Sell
-948
Closed -$176K – 712
2026
Q1 		$176K Buy
+948
New +$159K 0.1% 167

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s XLI Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 948 shares — an estimated $176K sold.

WELLINGTON-ALTUS USA INC. first reported a position in XLI in Q1 2026 and held it in 1 quarter. The position peaked at $176K in Q1 2026. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • WELLINGTON-ALTUS USA INC. sold 948 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $176K.
  • WELLINGTON-ALTUS USA INC. first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • WELLINGTON-ALTUS USA INC.'s State Street Industrial Select Sector SPDR ETF position peaked at $176K in Q1 2026.
  • 1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.