TGY2IT
XLI icon

Timothy G. Youngquist 2020 Irrevocable Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-15,911
Closed -$2.57M – 491
2026
Q1 		$2.57M Buy
+15,911
New +$2.67M 1.11% 24

Other funds holding XLI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MML Investors Services
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's XLI Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 15,911 shares — an estimated $2.57M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in XLI in Q1 2026 and held it in 1 quarter. The position peaked at $2.57M in Q1 2026. 1,108 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 15,911 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.57M.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's State Street Industrial Select Sector SPDR ETF position peaked at $2.57M in Q1 2026.
  • 1,108 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.