Independence Bank of Kentucky’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Independence Bank of Kentucky’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	$1.04M	Sell	5,612 -692	-11%	-$120K	0.12%	150
2026 Q1	$1.02M	Sell	6,304 -136	-2%	-$22.8K	0.13%	145
2025 Q4	$999K	Hold	6,440	–	–	0.12%	142
2025 Q3	$993K	Sell	6,440 -529	-8%	-$80.1K	0.13%	144
2025 Q2	$1.03M	Buy	6,969 +30	+0.4%	+$4.09K	0.15%	135
2025 Q1	$909K	Buy	6,939 +93	+1%	+$12.6K	0.14%	137
2024 Q4	$902K	Buy	6,846 +1,224	+22%	+$169K	0.14%	141
2024 Q3	$761K	Buy	5,622 +5,246	+1,395%	+$667K	0.16%	132
2024 Q2	$45.8K	Buy	376 +100	+36%	+$12.3K	0.01%	348
2024 Q1	$34.8K	Buy	276 +213	+338%	+$25.1K	0.01%	352
2023 Q4	$7.18K	Hold	63	–	–	﹤0.01%	447
2023 Q3	$6.39K	Hold	63	–	–	﹤0.01%	419
2023 Q2	$6.76K	Hold	63	–	–	﹤0.01%	414
2023 Q1	$6.37K	Hold	63	–	–	﹤0.01%	385
2022 Q4	$6K	Hold	63	–	–	﹤0.01%	386
2022 Q3	$5K	Hold	63	–	–	﹤0.01%	377
2022 Q2	$6K	Hold	63	–	–	﹤0.01%	374
2022 Q1	$6K	Hold	63	–	–	﹤0.01%	374
2021 Q4	$7K	Hold	63	–	–	﹤0.01%	354
2021 Q3	$6K	Buy	+63	New	+$6.47K	﹤0.01%	358
2019 Q4	–	Sell	-448	Closed	-$35K	–	375
2019 Q3	$35K	Buy	+448	New	+$34.4K	0.02%	228

Other funds holding XLI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TAM

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

Independence Bank of Kentucky's XLI Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 11% in Q2 2026, selling an estimated $120K and leaving 5,612 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #150.

Independence Bank of Kentucky first reported a position in XLI in Q3 2019 and has held it in 21 quarters since. 911 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Independence Bank of Kentucky held 5,612 shares of State Street Industrial Select Sector SPDR ETF worth $1.04M as of Q2 2026.
Independence Bank of Kentucky sold 692 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $120K.
State Street Industrial Select Sector SPDR ETF made up 0.12% of Independence Bank of Kentucky's portfolio in Q2 2026, its #150 holding.
Independence Bank of Kentucky first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2019 and has held it in 21 quarters since.
911 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.