Finward Bancorp’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Finward Bancorp’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 Q3	$741K	Sell	4,437 -91	-2%	-$16.2K	0.55%	40
2026 Q2	$839K	Sell	4,528 -350	-7%	-$60.8K	0.64%	40
2026 Q1	$789K	Sell	4,878 -10	-0.2%	-$1.68K	0.63%	40
2025 Q4	$758K	Buy	4,888 +130	+3%	+$20K	0.59%	41
2025 Q3	$734K	Sell	4,758 -342	-7%	-$51.8K	0.56%	43
2025 Q2	$752K	Sell	5,100 -58	-1%	-$7.91K	0.59%	44
2025 Q1	$676K	Buy	5,158 +32	+0.6%	+$4.32K	0.59%	48
2024 Q4	$675K	Buy	+5,126	New	+$707K	0.59%	44

Other funds holding XLI

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Finward Bancorp's XLI Position: Q3 2026 in Review

Finward Bancorp reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2% in Q3 2026, selling an estimated $16.2K and leaving 4,437 shares worth $741K. The position accounts for 0.55% of the portfolio, ranked #40.

Finward Bancorp first reported a position in XLI in Q4 2024 and has held it in 8 quarters since. The position peaked at $839K in Q2 2026. 497 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Finward Bancorp held 4,437 shares of State Street Industrial Select Sector SPDR ETF worth $741K as of Q3 2026.
Finward Bancorp sold 91 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $16.2K.
State Street Industrial Select Sector SPDR ETF made up 0.55% of Finward Bancorp's portfolio in Q3 2026, its #40 holding.
Finward Bancorp first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Finward Bancorp's State Street Industrial Select Sector SPDR ETF position peaked at $839K in Q2 2026.
497 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Finward Bancorp's 13F filing for Q3 2026, filed 14 Oct 2026.