Fullerton Fund Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Fullerton Fund 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	$1.39M	Buy	+7,500	New	+$1.3M	0.09%	37
2024 Q2	–	Sell	-95,200	Closed	-$12M	–	186
2024 Q1	$12M	Sell	95,200 -18,003	-16%	-$2.12M	0.57%	38
2023 Q4	$12.9M	Sell	113,203 -7,374	-6%	-$774K	0.75%	35
2023 Q3	$12.2M	Buy	+120,577	New	+$12.9M	0.86%	24
2021 Q4	–	Sell	-164,089	Closed	-$16.1M	–	68
2021 Q3	$16.1M	Sell	164,089 -34,238	-17%	-$3.52M	0.97%	31
2021 Q2	$20.3M	Buy	+198,327	New	+$20.3M	1.38%	26
2020 Q1	–	Sell	-13,673	Closed	-$1.11M	–	64
2019 Q4	$1.11M	Sell	13,673 -279	-2%	-$22.3K	0.23%	34
2019 Q3	$1.08M	Hold	13,952	–	–	0.33%	23
2019 Q2	$1.08M	Sell	13,952 -20,166	-59%	-$1.53M	0.36%	15
2019 Q1	$2.56M	Hold	34,118	–	–	0.9%	9
2018 Q4	$2.2M	Sell	34,118 -44,412	-57%	-$3.15M	1.25%	9
2018 Q3	$6.16M	Buy	78,530 +31,702	+68%	+$2.42M	3.13%	5
2018 Q2	$3.35M	Sell	46,828 -414	-0.9%	-$30.7K	1.78%	7
2018 Q1	$3.51M	Buy	+47,242	New	+$3.64M	1.98%	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

Fullerton Fund Management's XLI Position: Q2 2026 in Review

Fullerton Fund Management opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 7,500 shares worth $1.39M. The stake represents 0.09% of the portfolio and ranks #37 among its holdings. This is a return to the name: Fullerton Fund Management previously reported a position in XLI as recently as Q1 2024.

Fullerton Fund Management first reported a position in XLI in Q1 2018 and has held it in 14 quarters since. The position peaked at $20.3M in Q2 2021. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Fullerton Fund Management held 7,500 shares of State Street Industrial Select Sector SPDR ETF worth $1.39M as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Fullerton Fund Management position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Fullerton Fund Management's portfolio in Q2 2026, its #37 holding.
Fullerton Fund Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 14 quarters since.
Fullerton Fund Management's State Street Industrial Select Sector SPDR ETF position peaked at $20.3M in Q2 2021.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Fullerton Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.