Greystone Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Greystone Financial Group’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	$638K	Sell	3,443 -60	-2%	-$10.4K	0.18%	58
2026 Q1	$567K	Sell	3,503 -506	-13%	-$84.9K	0.16%	60
2025 Q4	$622K	Buy	4,009 +112	+3%	+$17.2K	0.1%	83
2025 Q3	$601K	Sell	3,897 -183	-4%	-$27.7K	0.09%	87
2025 Q2	$602K	Buy	+4,080	New	+$557K	0.1%	80

Other funds holding XLI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Greystone Financial Group's XLI Position: Q2 2026 in Review

Greystone Financial Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.7% in Q2 2026, selling an estimated $10.4K and leaving 3,443 shares worth $638K. The position accounts for 0.18% of the portfolio, ranked #58.

Greystone Financial Group first reported a position in XLI in Q2 2025 and has held it in 5 quarters since. 836 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Greystone Financial Group held 3,443 shares of State Street Industrial Select Sector SPDR ETF worth $638K as of Q2 2026.
Greystone Financial Group sold 60 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4K.
State Street Industrial Select Sector SPDR ETF made up 0.18% of Greystone Financial Group's portfolio in Q2 2026, its #58 holding.
Greystone Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
836 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.