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

Plimoth 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 Q1	$1.3M	Sell	8,022 -311	-4%	-$52.2K	0.29%	81
2025 Q4	$1.29M	Sell	8,333 -213	-2%	-$32.8K	0.29%	78
2025 Q3	$1.32M	Sell	8,546 -282	-3%	-$42.7K	0.3%	79
2025 Q2	$1.3M	Sell	8,828 -458	-5%	-$62.5K	0.31%	77
2025 Q1	$1.22M	Buy	9,286 +1,486	+19%	+$201K	0.32%	81
2024 Q4	$1.03M	Sell	7,800 -172	-2%	-$23.7K	0.26%	88
2024 Q3	$1.08M	Sell	7,972 -231	-3%	-$29.4K	0.27%	84
2024 Q2	$1,000K	Sell	8,203 -590	-7%	-$72.7K	0.27%	84
2024 Q1	$1.11M	Buy	8,793 +27	+0.3%	+$3.18K	0.3%	83
2023 Q4	$999K	Sell	8,766 -150	-2%	-$15.7K	0.29%	80
2023 Q3	$904K	Sell	8,916 -1,249	-12%	-$134K	0.28%	86
2023 Q2	$1.09M	Sell	10,165 -84	-0.8%	-$8.46K	0.33%	83
2023 Q1	$1.04M	Sell	10,249 -515	-5%	-$51.8K	0.32%	82
2022 Q4	$1.06M	Sell	10,764 -6	-0.1%	-$571	0.34%	84
2022 Q3	$892K	Sell	10,770 -61	-0.6%	-$5.62K	0.31%	86
2022 Q2	$946K	Sell	10,831 -771	-7%	-$72.7K	0.3%	90
2022 Q1	$1.19M	Buy	11,602 +353	+3%	+$35.9K	0.32%	90
2021 Q4	$1.19M	Buy	11,249 +590	+6%	+$61.3K	0.3%	91
2021 Q3	$1.04M	Sell	10,659 -190	-2%	-$19.5K	0.29%	89
2021 Q2	$1.11M	Buy	10,849 +700	+7%	+$71.7K	0.31%	86
2021 Q1	$999K	Sell	10,149 -1,051	-9%	-$96.2K	0.29%	89
2020 Q4	$992K	Sell	11,200 -593	-5%	-$50K	0.31%	82
2020 Q3	$907K	Sell	11,793 -1,093	-8%	-$81.8K	0.3%	86
2020 Q2	$885K	Buy	12,886 +1,716	+15%	+$111K	0.31%	88
2020 Q1	$659K	Sell	11,170 -221	-2%	-$16.7K	0.28%	101
2019 Q4	$928K	Buy	11,391 +25	+0.2%	+$2K	0.3%	94
2019 Q3	$882K	Sell	11,366 -938	-8%	-$72K	0.29%	104
2019 Q2	$952K	Sell	12,304 -127	-1%	-$9.66K	0.31%	98
2019 Q1	$932K	Buy	12,431 +439	+4%	+$31.8K	0.31%	101
2018 Q4	$772K	Buy	11,992 +1,387	+13%	+$98.3K	0.28%	106
2018 Q3	$832K	Sell	10,605 -115	-1%	-$8.76K	0.27%	108
2018 Q2	$768K	Buy	10,720 +230	+2%	+$17.1K	0.26%	112
2018 Q1	$780K	Sell	10,490 -583	-5%	-$44.9K	0.27%	107
2017 Q4	$838K	Buy	+11,073	New	+$806K	0.3%	98

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

Plimoth Trust's XLI Position: Q1 2026 in Review

Plimoth Trust reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.7% in Q1 2026, selling an estimated $52.2K and leaving 8,022 shares worth $1.3M. The position accounts for 0.29% of the portfolio, ranked #81.

Plimoth Trust first reported a position in XLI in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.32M in Q3 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Plimoth Trust held 8,022 shares of State Street Industrial Select Sector SPDR ETF worth $1.3M as of Q1 2026.
Plimoth Trust sold 311 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $52.2K.
State Street Industrial Select Sector SPDR ETF made up 0.29% of Plimoth Trust's portfolio in Q1 2026, its #81 holding.
Plimoth Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
Plimoth Trust's State Street Industrial Select Sector SPDR ETF position peaked at $1.32M in Q3 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.