Nations Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Nations Financial Group’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 Q3	$1.12M	Buy	6,696 +18	+0.3%	+$3.21K	0.06%	352
2026 Q2	$1.24M	Buy	6,678 +26	+0.4%	+$4.52K	0.06%	327
2026 Q1	$1.08M	Buy	6,652 +356	+6%	+$59.8K	0.06%	354
2025 Q4	$977K	Buy	6,296 +723	+13%	+$111K	0.05%	359
2025 Q3	$860K	Buy	5,573 +10	+0.2%	+$1.52K	0.05%	357
2025 Q2	$821K	Buy	5,563 +58	+1%	+$7.91K	0.06%	335
2025 Q1	$722K	Sell	5,505 -500	-8%	-$67.6K	0.06%	341
2024 Q4	$791K	Buy	6,005 +488	+9%	+$67.3K	0.06%	325
2024 Q3	$747K	Sell	5,517 -267	-5%	-$33.9K	0.05%	339
2024 Q2	$705K	Sell	5,784 -37	-0.6%	-$4.56K	0.06%	325
2024 Q1	$733K	Sell	5,821 -1,016	-15%	-$120K	0.06%	320
2023 Q4	$779K	Sell	6,837 -111	-2%	-$11.6K	0.07%	281
2023 Q3	$704K	Sell	6,948 -187	-3%	-$20K	0.07%	290
2023 Q2	$766K	Sell	7,135 -345	-5%	-$34.7K	0.08%	280
2023 Q1	$757K	Sell	7,480 -253	-3%	-$25.4K	0.08%	272
2022 Q4	$760K	Sell	7,733 -1,725	-18%	-$164K	0.09%	265
2022 Q3	$784K	Sell	9,458 -1,785	-16%	-$164K	0.11%	204
2022 Q2	$982K	Buy	11,243 +232	+2%	+$21.9K	0.13%	195
2022 Q1	$1.13M	Buy	11,011 +390	+4%	+$39.6K	0.14%	180
2021 Q4	$1.12M	Buy	10,621 +669	+7%	+$69.5K	0.15%	164
2021 Q3	$974K	Sell	9,952 -8	-0.1%	-$822	0.15%	168
2021 Q2	$1.02M	Buy	9,960 +5,179	+108%	+$531K	0.17%	158
2021 Q1	$471K	Buy	4,781 +1,830	+62%	+$168K	0.11%	225
2020 Q4	$261K	Buy	2,951 +54	+2%	+$4.55K	0.07%	281
2020 Q3	$223K	Buy	+2,897	New	+$217K	0.07%	262
2020 Q2	–	Sell	-4,382	Closed	-$259K	–	282
2020 Q1	$259K	Buy	4,382 +26	+0.6%	+$1.96K	0.11%	215
2019 Q4	$355K	Sell	4,356 -120	-3%	-$9.6K	0.12%	210
2019 Q3	$351K	Buy	+4,476	New	+$343K	0.13%	204

Other funds holding XLI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Nations Financial Group's XLI Position: Q3 2026 in Review

Nations Financial Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.27% in Q3 2026, buying an estimated $3.21K and bringing the position to 6,696 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #352.

Nations Financial Group first reported a position in XLI in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.24M in Q2 2026. 1,429 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Nations Financial Group held 6,696 shares of State Street Industrial Select Sector SPDR ETF worth $1.12M as of Q3 2026.
Nations Financial Group bought 18 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $3.21K.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Nations Financial Group's portfolio in Q3 2026, its #352 holding.
Nations Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
Nations Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $1.24M in Q2 2026.
1,429 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.