OneAscent Family Office’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

OneAscent Family Office’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 Q1	$283K	Sell	1,753 -113	-6%	-$19K	0.2%	125
2025 Q4	$289K	Buy	1,866 +6	+0.3%	+$923	0.2%	118
2025 Q3	$287K	Buy	1,860 +10	+0.5%	+$1.51K	0.23%	105
2025 Q2	$273K	Buy	1,850 +215	+13%	+$29.3K	0.26%	95
2025 Q1	$216K	Buy	+1,635	New	+$221K	0.2%	112

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

OneAscent Family Office's XLI Position: Q1 2026 in Review

OneAscent Family Office reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.1% in Q1 2026, selling an estimated $19K and leaving 1,753 shares worth $283K. The position accounts for 0.2% of the portfolio, ranked #125.

OneAscent Family Office first reported a position in XLI in Q1 2025 and has held it in 5 quarters since. The position peaked at $289K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

OneAscent Family Office held 1,753 shares of State Street Industrial Select Sector SPDR ETF worth $283K as of Q1 2026.
OneAscent Family Office sold 113 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $19K.
State Street Industrial Select Sector SPDR ETF made up 0.2% of OneAscent Family Office's portfolio in Q1 2026, its #125 holding.
OneAscent Family Office first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
OneAscent Family Office's State Street Industrial Select Sector SPDR ETF position peaked at $289K in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.