Greenwood Capital Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Greenwood Capital Associates’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	$218K	Sell	1,346 -302	-18%	-$50.7K	0.02%	283
2025 Q4	$256K	Sell	1,648 -105	-6%	-$16.2K	0.03%	250
2025 Q3	$270K	Sell	1,753 -139	-7%	-$21.1K	0.03%	245
2025 Q2	$279K	Sell	1,892 -590	-24%	-$80.5K	0.03%	232
2025 Q1	$325K	Sell	2,482 -4,338	-64%	-$586K	0.04%	212
2024 Q4	$899K	Sell	6,820 -2,318	-25%	-$320K	0.12%	145
2024 Q3	$1.24M	Sell	9,138 -452	-5%	-$57.5K	0.16%	116
2024 Q2	$1.17M	Sell	9,590 -304	-3%	-$37.5K	0.15%	128
2024 Q1	$1.25M	Sell	9,894 -506	-5%	-$59.5K	0.17%	116
2023 Q4	$1.19M	Buy	10,400 +4,751	+84%	+$499K	0.15%	116
2023 Q3	$573K	Sell	5,649 -34	-0.6%	-$3.64K	0.08%	176
2023 Q2	$610K	Sell	5,683 -287	-5%	-$28.9K	0.09%	178
2023 Q1	$604K	Sell	5,970 -4,436	-43%	-$446K	0.09%	174
2022 Q4	$1.02M	Sell	10,406 -4,408	-30%	-$420K	0.17%	105
2022 Q3	$1.23M	Buy	14,814 +2,187	+17%	+$201K	0.21%	94
2022 Q2	$1.1M	Buy	12,627 +193	+2%	+$18.2K	0.18%	98
2022 Q1	$1.28M	Buy	12,434 +2,003	+19%	+$203K	0.34%	52
2021 Q4	$1.1M	Sell	10,431 -855	-8%	-$88.8K	0.16%	113
2021 Q3	$1.1M	Buy	11,286 +3,843	+52%	+$395K	0.17%	103
2021 Q2	$762K	Buy	7,443 +1,129	+18%	+$116K	0.12%	139
2021 Q1	$621K	Sell	6,314 -7,355	-54%	-$674K	0.1%	160
2020 Q4	$1.21M	Sell	13,669 -33,418	-71%	-$2.82M	0.2%	88
2020 Q3	$3.63M	Buy	+47,087	New	+$3.52M	0.7%	52
2020 Q2	–	Sell	-25,278	Closed	-$1.49M	–	202
2020 Q1	$1.49M	Buy	+25,278	New	+$1.9M	0.44%	58
2019 Q4	–	Sell	-42,893	Closed	-$3.33M	–	214
2019 Q3	$3.33M	Buy	+42,893	New	+$3.29M	0.81%	47
2019 Q2	–	Sell	-33,786	Closed	-$2.54M	–	202
2019 Q1	$2.54M	Sell	33,786 -15,228	-31%	-$1.1M	0.65%	51
2018 Q4	$3.16M	Sell	49,014 -23,415	-32%	-$1.66M	0.83%	49
2018 Q3	$5.68M	Buy	+72,429	New	+$5.52M	1.24%	35
2018 Q2	–	Sell	-48,809	Closed	-$3.63M	–	233
2018 Q1	$3.63M	Buy	48,809 +1,781	+4%	+$137K	0.88%	51
2017 Q4	$3.56M	Sell	47,028 -7,251	-13%	-$528K	0.83%	51
2017 Q3	$3.85M	Buy	54,279 +6,997	+15%	+$481K	0.96%	41
2017 Q2	$3.22M	Buy	47,282 +651	+1%	+$43.4K	0.84%	48
2017 Q1	$3.03M	Sell	46,631 -16,619	-26%	-$1.07M	0.79%	54
2016 Q4	$3.94M	Buy	63,250 +9,110	+17%	+$549K	1.11%	28
2016 Q3	$3.16M	Buy	54,140 +1,575	+3%	+$91.5K	0.96%	45
2016 Q2	$2.94M	Sell	52,565 -310	-0.6%	-$17.3K	0.91%	46
2016 Q1	$2.93M	Buy	+52,875	New	+$2.73M	0.92%	43
2014 Q3	–	Sell	-32,341	Closed	-$1.75M	–	157
2014 Q2	$1.75M	Buy	32,341 +174	+0.5%	+$9.3K	0.54%	72
2014 Q1	$1.68M	Buy	32,167 +2,737	+9%	+$141K	0.54%	75
2013 Q4	$1.54M	Buy	29,430 +300	+1%	+$14.7K	0.48%	80
2013 Q3	$1.35M	Buy	+29,130	New	+$1.32M	0.48%	80

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

Greenwood Capital Associates's XLI Position: Q1 2026 in Review

Greenwood Capital Associates reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 18% in Q1 2026, selling an estimated $50.7K and leaving 1,346 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #283.

Greenwood Capital Associates first reported a position in XLI in Q3 2013 and has held it in 41 quarters since. The position peaked at $5.68M in Q3 2018. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Greenwood Capital Associates held 1,346 shares of State Street Industrial Select Sector SPDR ETF worth $218K as of Q1 2026.
Greenwood Capital Associates sold 302 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $50.7K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Greenwood Capital Associates's portfolio in Q1 2026, its #283 holding.
Greenwood Capital Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and has held it in 41 quarters since.
Greenwood Capital Associates's State Street Industrial Select Sector SPDR ETF position peaked at $5.68M in Q3 2018.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.