Stonebridge Financial Group (Pennsylvania)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$653K	Sell	3,910 -160,235	-98%	-$28.5M	0.05%	155
2026 Q2	$30.4M	Buy	164,145 +159,621	+3,528%	+$27.7M	2.31%	9
2026 Q1	$732K	Sell	4,524 -166,639	-97%	-$28M	0.06%	139
2025 Q4	$26.6M	Buy	171,163 +167,148	+4,163%	+$25.7M	2.27%	13
2025 Q3	$619K	Sell	4,015 -168,060	-98%	-$25.5M	0.05%	141
2025 Q2	$25.4M	Buy	172,075 +168,060	+4,186%	+$22.9M	2.47%	11
2025 Q1	$526K	Sell	4,015 -136	-3%	-$18.4K	0.06%	146
2024 Q4	$547K	Buy	+4,151	New	+$572K	0.06%	145

Other funds holding XLI

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s XLI Position: Q3 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 98% in Q3 2026, selling an estimated $28.5M and leaving 3,910 shares worth $653K. The position accounts for 0.05% of the portfolio, ranked #155.

Stonebridge Financial Group (Pennsylvania) first reported a position in XLI in Q4 2024 and has held it in 8 quarters since. The position peaked at $30.4M in Q2 2026. 13 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Stonebridge Financial Group (Pennsylvania) held 3,910 shares of State Street Industrial Select Sector SPDR ETF worth $653K as of Q3 2026.
Stonebridge Financial Group (Pennsylvania) sold 160,235 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $28.5M.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q3 2026, its #155 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Stonebridge Financial Group (Pennsylvania)'s State Street Industrial Select Sector SPDR ETF position peaked at $30.4M in Q2 2026.
13 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q3 2026, filed 1 Oct 2026.