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HM Payson & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

HM Payson & Co’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 		$185K Sell
1,000
-269
-21% -$46.7K ﹤0.01% 462
2026
Q1 		$205K Hold
1,269
– – ﹤0.01% 429
2025
Q4 		$197K Sell
1,269
-1,000
-44% -$154K ﹤0.01% 426
2025
Q3 		$350K Buy
2,269
+1,000
+79% +$151K 0.01% 345
2025
Q2 		$187K Sell
1,269
-97
-7% -$13.2K ﹤0.01% 432
2025
Q1 		$179K Buy
1,366
+97
+8% +$13.1K ﹤0.01% 432
2024
Q4 		$167K Hold
1,269
– – ﹤0.01% 454
2024
Q3 		$172K Sell
1,269
-539
-30% -$68.5K ﹤0.01% 442
2024
Q2 		$220K Buy
1,808
+39
+2% +$4.81K ﹤0.01% 382
2024
Q1 		$223K Hold
1,769
– – ﹤0.01% 377
2023
Q4 		$202K Hold
1,769
– – ﹤0.01% 385
2023
Q3 		$179K Sell
1,769
-149
-8% -$15.9K ﹤0.01% 392
2023
Q2 		$206K Sell
1,918
-377
-16% -$38K ﹤0.01% 366
2023
Q1 		$232K Hold
2,295
– – 0.01% 349
2022
Q4 		$225K Hold
2,295
– – 0.01% 346
2022
Q3 		$190K Hold
2,295
– – 0.01% 370
2022
Q2 		$200K Sell
2,295
-51
-2% -$4.81K 0.01% 374
2022
Q1 		$241K Buy
2,346
+251
+12% +$25.5K 0.01% 371
2021
Q4 		$222K Buy
2,095
+1,500
+252% +$156K ﹤0.01% 383
2021
Q3 		$58K Hold
595
– – ﹤0.01% 571
2021
Q2 		$61K Hold
595
– – ﹤0.01% 557
2021
Q1 		$59K Hold
595
– – ﹤0.01% 574
2020
Q4 		$53K Buy
595
+177
+42% +$14.9K ﹤0.01% 601
2020
Q3 		$32K Hold
418
– – ﹤0.01% 642
2020
Q2 		$29K Sell
418
-87
-17% -$5.64K ﹤0.01% 611
2020
Q1 		$30K Hold
505
– – ﹤0.01% 578
2019
Q4 		$41K Buy
505
+87
+21% +$6.94K ﹤0.01% 618
2019
Q3 		$32K Hold
418
– – ﹤0.01% 661
2019
Q2 		$32K Buy
+418
New +$31.8K ﹤0.01% 671

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HM Payson & Co's XLI Position: Q2 2026 in Review

HM Payson & Co reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 21% in Q2 2026, selling an estimated $46.7K and leaving 1,000 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

HM Payson & Co first reported a position in XLI in Q2 2019 and has held it in 29 quarters since. The position peaked at $350K in Q3 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • HM Payson & Co held 1,000 shares of State Street Industrial Select Sector SPDR ETF worth $185K as of Q2 2026.
  • HM Payson & Co sold 269 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $46.7K.
  • State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #462 holding.
  • HM Payson & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
  • HM Payson & Co's State Street Industrial Select Sector SPDR ETF position peaked at $350K in Q3 2025.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.