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Montecito Bank & Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Montecito Bank & 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
2025
Q4 		– Sell
-1,750
Closed -$270K – 279
2025
Q3 		$270K Buy
+1,750
New +$265K 0.04% 252
2025
Q1 		$249K Sell
1,900
-125
-6% -$16.9K 0.04% 255
2024
Q4 		$267K Sell
2,025
-365
-15% -$50.3K 0.05% 248
2024
Q3 		$324K Hold
2,390
– – 0.06% 238
2024
Q2 		$291K Sell
2,390
-75
-3% -$9.24K 0.06% 228
2024
Q1 		$310K Sell
2,465
-330
-12% -$38.8K 0.06% 227
2023
Q4 		$319K Hold
2,795
– – 0.07% 209
2023
Q3 		$283K Sell
2,795
-50
-2% -$5.35K 0.07% 208
2023
Q2 		$305K Hold
2,845
– – 0.07% 206
2023
Q1 		$288K Hold
2,845
– – 0.07% 210
2022
Q4 		$279K Buy
+2,845
New +$271K 0.07% 206
2019
Q1 		– Sell
-12,818
Closed -$826K – 215
2018
Q4 		$826K Sell
12,818
-383
-3% -$27.1K 0.29% 82
2018
Q3 		$1.03M Buy
13,201
+1,129
+9% +$86K 0.31% 73
2018
Q2 		$865K Sell
12,072
-1,578
-12% -$117K 0.28% 71
2018
Q1 		$1.01M Buy
13,650
+5,874
+76% +$453K 0.33% 63
2017
Q4 		$588K Buy
7,776
+409
+6% +$29.8K 0.19% 89
2017
Q3 		$523K Sell
7,367
-1,129
-13% -$77.7K 0.18% 99
2017
Q2 		$579K Buy
+8,496
New +$567K 0.21% 87
2017
Q1 		– Sell
-195
Closed -$12K – 369
2016
Q4 		$12K Buy
+195
New +$11.7K ﹤0.01% 353
2014
Q4 		– Sell
-4,184
Closed -$222K – 167
2014
Q3 		$222K Sell
4,184
-1,410
-25% -$75.7K 0.13% 135
2014
Q2 		$302K Sell
5,594
-1,473
-21% -$78.7K 0.18% 105
2014
Q1 		$370K Sell
7,067
-719
-9% -$36.9K 0.23% 89
2013
Q4 		$407K Buy
7,786
+790
+11% +$38.8K 0.25% 85
2013
Q3 		$325K Buy
6,996
+1,961
+39% +$88.7K 0.22% 90
2013
Q2 		$215K Buy
+5,035
New +$214K 0.14% 110

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Montecito Bank & Trust's XLI Position: Q4 2025 in Review

Montecito Bank & Trust sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 1,750 shares — an estimated $270K sold.

Montecito Bank & Trust first reported a position in XLI in Q2 2013 and held it in 25 quarters. The position peaked at $1.03M in Q3 2018. 1,506 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

  • Montecito Bank & Trust reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Montecito Bank & Trust sold 1,750 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $270K.
  • Montecito Bank & Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and held it in 25 quarters.
  • Montecito Bank & Trust's State Street Industrial Select Sector SPDR ETF position peaked at $1.03M in Q3 2018.
  • 1,506 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Montecito Bank & Trust's 13F filing for Q4 2025, filed 9 Jan 2026.