Freestone Capital Holdings’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Freestone Capital Holdings’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	$297K	Buy	1,838 +120	+7%	+$20.1K	0.01%	443
2025 Q4	$266K	Buy	1,718 +89	+5%	+$13.7K	0.01%	451
2025 Q3	$251K	Buy	1,629 +92	+6%	+$13.9K	0.01%	462
2025 Q2	$227K	Sell	1,537 -313	-17%	-$42.7K	0.01%	409
2025 Q1	$242K	Buy	1,850 +119	+7%	+$16.1K	0.01%	392
2024 Q4	$228K	Buy	+1,731	New	+$239K	0.01%	400
2021 Q1	–	Sell	-1,059	Closed	-$93.8K	–	1151
2020 Q4	$93.8K	Buy	1,059 +1,029	+3,430%	+$86.7K	0.01%	445
2020 Q3	$2.31K	Buy	+30	New	+$2.24K	﹤0.01%	1013

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

Freestone Capital Holdings's XLI Position: Q1 2026 in Review

Freestone Capital Holdings increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7% in Q1 2026, buying an estimated $20.1K and bringing the position to 1,838 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #443.

Freestone Capital Holdings first reported a position in XLI in Q3 2020 and has held it in 8 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Freestone Capital Holdings held 1,838 shares of State Street Industrial Select Sector SPDR ETF worth $297K as of Q1 2026.
Freestone Capital Holdings bought 120 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $20.1K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #443 holding.
Freestone Capital Holdings first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and has held it in 8 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.