Loring Wolcott & Coolidge Fiduciary Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$8.52K	Hold	46	–	–	﹤0.01%	527
2026 Q1	$7.89K	Hold	46	–	–	﹤0.01%	527
2025 Q4	$7.59K	Sell	46 -440	-91%	-$67.7K	﹤0.01%	503
2025 Q3	$75.2K	Buy	+486	New	+$73.6K	﹤0.01%	401
2023 Q4	–	Sell	-19	Closed	-$1.91K	–	609
2023 Q3	$1.91K	Buy	+19	New	+$2.03K	﹤0.01%	585
2020 Q2	–	Sell	-600	Closed	-$35K	–	661
2020 Q1	$35K	Buy	+600	New	+$45.2K	﹤0.01%	410
2019 Q4	–	Sell	-6	Closed	–	–	726
2019 Q3	$0	Buy	+6	New	+$460	﹤0.01%	740
2016 Q3	–	Sell	-100	Closed	-$6K	–	647
2016 Q2	$6K	Hold	100	–	–	﹤0.01%	586
2016 Q1	$6K	Sell	100 -70	-41%	-$3.62K	﹤0.01%	569
2015 Q4	$9K	Hold	170	–	–	﹤0.01%	571
2015 Q3	$9K	Hold	170	–	–	﹤0.01%	553
2015 Q2	$9K	Buy	+170	New	+$9.54K	﹤0.01%	553

Other funds holding XLI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Loring Wolcott & Coolidge Fiduciary Advisors's XLI Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 46 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XLI in Q2 2015 and has held it in 12 quarters since. The position peaked at $75.2K in Q3 2025. 1,108 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 46 shares of State Street Industrial Select Sector SPDR ETF worth $8.52K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #527 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2015 and has held it in 12 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $75.2K in Q3 2025.
1,108 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.