Silvercrest Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Silvercrest Asset Management’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 Q4	–	Sell	-1,316	Closed	-$203K	–	895
2025 Q3	$203K	Buy	+1,316	New	+$199K	﹤0.01%	806
2025 Q2	–	Sell	-1,532	Closed	-$201K	–	882
2025 Q1	$201K	Buy	+1,532	New	+$207K	﹤0.01%	819
2024 Q2	–	Sell	-1,782	Closed	-$224K	–	948
2024 Q1	$224K	Buy	+1,782	New	+$210K	﹤0.01%	842

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

MMH

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

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

Silvercrest Asset Management's XLI Position: Q4 2025 in Review

Silvercrest Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 1,316 shares — an estimated $203K sold.

Silvercrest Asset Management first reported a position in XLI in Q1 2024 and held it in 3 quarters. The position peaked at $224K in Q1 2024. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Silvercrest Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Silvercrest Asset Management sold 1,316 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $203K.
Silvercrest Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and held it in 3 quarters.
Silvercrest Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $224K in Q1 2024.
1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Silvercrest Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.