National Philanthropic Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

National Philanthropic 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	$774K	Buy	+4,181	New	+$727K	0.01%	254
2026 Q1	–	Sell	-2,037	Closed	-$316K	–	418
2025 Q4	$316K	Buy	+2,037	New	+$313K	﹤0.01%	323

Other funds holding XLI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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

National Philanthropic Trust's XLI Position: Q2 2026 in Review

National Philanthropic Trust opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 4,181 shares worth $774K. The stake represents 0.01% of the portfolio and ranks #254 among its holdings. This is a return to the name: National Philanthropic Trust previously reported a position in XLI as recently as Q4 2025.

National Philanthropic Trust first reported a position in XLI in Q4 2025 and has held it in 2 quarters since. 1,593 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

National Philanthropic Trust held 4,181 shares of State Street Industrial Select Sector SPDR ETF worth $774K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new National Philanthropic Trust position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #254 holding.
National Philanthropic Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
1,593 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.