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

Sabal 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
2025 Q1	$6.57M	Sell	50,097 -473	-0.9%	-$63.9K	0.36%	56
2024 Q4	$6.66M	Buy	50,570 +2,264	+5%	+$312K	0.39%	58
2024 Q3	$6.54M	Buy	48,306 +2,028	+4%	+$258K	0.36%	56
2024 Q2	$5.64M	Buy	46,278 +3,921	+9%	+$483K	0.34%	56
2024 Q1	$5.34M	Sell	42,357 -243	-0.6%	-$28.6K	0.31%	57
2023 Q4	$4.86M	Sell	42,600 -1,042	-2%	-$109K	0.3%	56
2023 Q3	$4.42M	Sell	43,642 -807	-2%	-$86.4K	0.3%	54
2023 Q2	$4.77M	Sell	44,449 -1,250	-3%	-$126K	0.3%	52
2023 Q1	$4.62M	Sell	45,699 -4,655	-9%	-$468K	0.32%	50
2022 Q4	$4.95M	Sell	50,354 -712	-1%	-$67.8K	0.34%	49
2022 Q3	$4.23M	Sell	51,066 -1,494	-3%	-$138K	0.32%	49
2022 Q2	$4.59M	Sell	52,560 -887	-2%	-$83.6K	0.33%	50
2022 Q1	$5.5M	Buy	53,447 +925	+2%	+$94K	0.38%	46
2021 Q4	$5.56M	Buy	52,522 +1,846	+4%	+$192K	0.35%	49
2021 Q3	$4.96M	Sell	50,676 -1,146	-2%	-$118K	0.35%	48
2021 Q2	$5.31M	Sell	51,822 -1,050	-2%	-$108K	0.38%	46
2021 Q1	$5.21M	Buy	52,872 +1,657	+3%	+$152K	0.39%	48
2020 Q4	$4.54M	Sell	51,215 -4,232	-8%	-$357K	0.37%	50
2020 Q3	$4.27M	Buy	55,447 +1,526	+3%	+$114K	0.37%	47
2020 Q2	$3.7M	Buy	53,921 +3,831	+8%	+$248K	0.35%	46
2020 Q1	$2.96M	Buy	50,090 +4,445	+10%	+$335K	0.33%	42
2019 Q4	$3.72M	Buy	45,645 +62	+0.1%	+$4.95K	0.3%	45
2019 Q3	$3.54M	Sell	45,583 -645	-1%	-$49.5K	0.29%	46
2019 Q2	$3.58M	Sell	46,228 -1,803	-4%	-$137K	0.32%	43
2019 Q1	$3.6M	Sell	48,031 -40,335	-46%	-$2.92M	0.32%	45
2018 Q4	$5.69M	Buy	88,366 +45,330	+105%	+$3.21M	0.58%	42
2018 Q3	$3.37M	Sell	43,036 -2,115	-5%	-$161K	0.3%	47
2018 Q2	$3.23M	Sell	45,151 -2,509	-5%	-$186K	0.31%	45
2018 Q1	$3.54M	Sell	47,660 -2,166	-4%	-$167K	0.34%	42
2017 Q4	$3.77M	Sell	49,826 -1,503	-3%	-$109K	0.38%	37
2017 Q3	$3.64M	Sell	51,329 -4,364	-8%	-$300K	0.36%	40
2017 Q2	$3.79M	Buy	55,693 +1,572	+3%	+$105K	0.4%	38
2017 Q1	$3.52M	Sell	54,121 -1,955	-3%	-$126K	0.39%	36
2016 Q4	$3.49M	Sell	56,076 -1,645	-3%	-$99.1K	0.38%	37
2016 Q3	$3.37M	Buy	57,721 +30	+0.1%	+$1.74K	0.37%	38
2016 Q2	$3.23M	Buy	57,691 +740	+1%	+$41.3K	0.37%	37
2016 Q1	$3.16M	Buy	56,951 +216	+0.4%	+$11.2K	0.37%	38
2015 Q4	$3.01M	Buy	56,735 +6,115	+12%	+$328K	0.39%	37
2015 Q3	$2.53M	Sell	50,620 -165	-0.3%	-$8.69K	0.35%	37
2015 Q2	$2.75M	Buy	50,785 +290	+0.6%	+$16.3K	0.36%	41
2015 Q1	$2.82M	Buy	50,495 +77	+0.2%	+$4.33K	0.37%	40
2014 Q4	$2.85M	Sell	50,418 -550	-1%	-$30.2K	0.37%	41
2014 Q3	$2.71M	Sell	50,968 -498	-1%	-$26.7K	0.36%	40
2014 Q2	$2.78M	Sell	51,466 -730	-1%	-$39K	0.4%	38
2014 Q1	$2.73M	Sell	52,196 -461	-0.9%	-$23.7K	0.39%	40
2013 Q4	$2.75M	Buy	52,657 +173	+0.3%	+$8.5K	0.39%	39
2013 Q3	$2.44M	Sell	52,484 -1,787	-3%	-$80.8K	0.38%	40
2013 Q2	$2.31M	Buy	+54,271	New	+$2.3M	0.37%	43

Other funds holding XLI

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Sabal Trust's XLI Position: Q1 2025 in Review

Sabal Trust reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.94% in Q1 2025, selling an estimated $63.9K and leaving 50,097 shares worth $6.57M. The position accounts for 0.36% of the portfolio, ranked #56.

Sabal Trust first reported a position in XLI in Q2 2013 and has held it in 48 quarters since. The position peaked at $6.66M in Q4 2024. 1,351 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

Sabal Trust held 50,097 shares of State Street Industrial Select Sector SPDR ETF worth $6.57M as of Q1 2025.
Sabal Trust sold 473 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $63.9K.
State Street Industrial Select Sector SPDR ETF made up 0.36% of Sabal Trust's portfolio in Q1 2025, its #56 holding.
Sabal Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 48 quarters since.
Sabal Trust's State Street Industrial Select Sector SPDR ETF position peaked at $6.66M in Q4 2024.
1,351 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.