I
XLI icon

InvesTrust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

InvesTrust’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 		– Sell
-1,455
Closed -$226K – 93
2025
Q4 		$226K Sell
1,455
-90
-6% -$13.8K 0.09% 93
2025
Q3 		$238K Buy
1,545
+90
+6% +$13.6K 0.09% 94
2025
Q2 		$215K Buy
+1,455
New +$198K 0.08% 94
2025
Q1 		– Sell
-1,885
Closed -$249K – 93
2024
Q4 		$249K Buy
+1,885
New +$260K 0.07% 92

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

InvesTrust's XLI Position: Q1 2026 in Review

InvesTrust sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 1,455 shares — an estimated $226K sold.

InvesTrust first reported a position in XLI in Q4 2024 and held it in 4 quarters. The position peaked at $249K in Q4 2024. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • InvesTrust reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • InvesTrust sold 1,455 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $226K.
  • InvesTrust first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
  • InvesTrust's State Street Industrial Select Sector SPDR ETF position peaked at $249K in Q4 2024.
  • 1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on InvesTrust's 13F filing for Q1 2026, filed 7 Apr 2026.