Phoenix Financial
XLI icon

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

Phoenix Financial’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 		$440M Sell
2,632,936
-1,601,487
-38% -$285M 2.96% 8
2026
Q2 		$784M Buy
4,234,423
+1,413,987
+50% +$246M 5.36% 3
2026
Q1 		$456M Sell
2,820,436
-1,129,917
-29% -$190M 4.32% 3
2025
Q4 		$613M Buy
3,950,353
+2,430,047
+160% +$374M 6.64% 2
2025
Q3 		$234M Sell
1,520,306
-924,069
-38% -$140M 2.86% 9
2025
Q2 		$361M Buy
2,444,375
+1,126,334
+85% +$154M 4.76% 3
2025
Q1 		$173M Sell
1,318,041
-405,112
-24% -$54.7M 2.64% 10
2024
Q4 		$227M Buy
1,723,153
+1,606,989
+1,383% +$222M 3.1% 6
2024
Q3 		$15.7M Buy
116,164
+6,759
+6% +$859K 0.23% 70
2024
Q2 		$13.3M Sell
109,405
-715,218
-87% -$88.1M 0.2% 71
2024
Q1 		$104M Buy
824,623
+693,274
+528% +$81.6M 1.44% 20
2023
Q4 		$15M Sell
131,349
-820
-0.6% -$86.1K 0.25% 59
2023
Q3 		$13.4M Buy
132,169
+29,119
+28% +$3.12M 0.25% 60
2023
Q2 		$11.1M Buy
+103,050
New +$10.4M 0.23% 59
2022
Q1 		– Sell
-24,392
Closed -$2.58M – 455
2021
Q4 		$2.58M Sell
24,392
-8,276
-25% -$860K 0.04% 176
2021
Q3 		$3.2M Sell
32,668
-5,600
-15% -$575K 0.06% 167
2021
Q2 		$3.92M Sell
38,268
-269,685
-88% -$27.6M 0.07% 165
2021
Q1 		$30.3M Buy
+307,953
New +$28.2M 0.69% 52
2019
Q4 		– Sell
-3,900
Closed -$289K – 218
2019
Q3 		$289K Buy
+3,900
New +$299K 0.01% 173

Other funds holding XLI

Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Phoenix Financial's XLI Position: Q3 2026 in Review

Phoenix Financial reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 38% in Q3 2026, selling an estimated $285M and leaving 2,632,936 shares worth $440M. The position accounts for 2.96% of the portfolio, ranked #8.

Phoenix Financial first reported a position in XLI in Q3 2019 and has held it in 19 quarters since. The position peaked at $784M in Q2 2026. 1,124 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Phoenix Financial held 2,632,936 shares of State Street Industrial Select Sector SPDR ETF worth $440M as of Q3 2026.
  • Phoenix Financial sold 1,601,487 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $285M.
  • State Street Industrial Select Sector SPDR ETF made up 2.96% of Phoenix Financial's portfolio in Q3 2026, its #8 holding.
  • Phoenix Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2019 and has held it in 19 quarters since.
  • Phoenix Financial's State Street Industrial Select Sector SPDR ETF position peaked at $784M in Q2 2026.
  • 1,124 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.