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 Q2	–	Sell	-1,753	Closed	-$283K	–	269
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 $1.55T AUM 33.47% 1-Year Est. Return

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

OneAscent Family Office's XLI Position: Q2 2026 in Review

OneAscent Family Office sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 1,753 shares — an estimated $283K sold.

OneAscent Family Office first reported a position in XLI in Q1 2025 and held it in 5 quarters. The position peaked at $289K in Q4 2025. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

OneAscent Family Office reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
OneAscent Family Office sold 1,753 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $283K.
OneAscent Family Office first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and held it in 5 quarters.
OneAscent Family Office's State Street Industrial Select Sector SPDR ETF position peaked at $289K in Q4 2025.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.