Sumitomo Mitsui Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sumitomo Mitsui Financial Group’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 Q2	$115K	Buy	620 +548	+761%	+$95.2K	﹤0.01%	172
2026 Q1	$11.6K	Buy	72 +69	+2,300%	+$11.6K	﹤0.01%	184
2025 Q4	$465	Buy	+3	New	+$462	﹤0.01%	177
2025 Q1	–	Sell	-458,000	Closed	-$60.4M	–	206
2024 Q4	$60.4M	Buy	+458,000	New	+$63.1M	0.8%	16
2024 Q1	–	Sell	-453,000	Closed	-$51.6M	–	182
2023 Q4	$51.6M	Hold	453,000	–	–	1.64%	10
2023 Q3	$45.9M	Buy	+453,000	New	+$48.5M	1.48%	10
2023 Q1	–	Sell	-300,000	Closed	-$29.5M	–	181
2022 Q4	$29.5M	Buy	+300,000	New	+$28.6M	1.11%	17
2022 Q3	–	Sell	-410,000	Closed	-$35.8M	–	211
2022 Q2	$35.8M	Buy	410,000 +104,000	+34%	+$9.8M	1.01%	17
2022 Q1	$31.5M	Buy	306,000 +196,000	+178%	+$19.9M	0.92%	20
2021 Q4	$11.6M	Sell	110,000 -568,000	-84%	-$59M	0.33%	42
2021 Q3	$66.3M	Sell	678,000 -658,000	-49%	-$67.6M	1.51%	14
2021 Q2	$137M	Buy	1,336,000 +493,000	+58%	+$50.5M	3.01%	9
2021 Q1	$83M	Buy	843,000 +671,000	+390%	+$61.4M	1.96%	12
2020 Q4	$15.2M	Sell	172,000 -18,000	-9%	-$1.52M	0.37%	25
2020 Q3	$14.6M	Buy	+190,000	New	+$14.2M	0.5%	20
2019 Q1	–	Sell	-666,500	Closed	-$42.9M	–	129
2018 Q4	$42.9M	Buy	+666,500	New	+$47.2M	2.71%	9

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Financial Group's XLI Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 761% in Q2 2026, buying an estimated $95.2K and bringing the position to 620 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Sumitomo Mitsui Financial Group first reported a position in XLI in Q4 2018 and has held it in 16 quarters since. The position peaked at $137M in Q2 2021. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Sumitomo Mitsui Financial Group held 620 shares of State Street Industrial Select Sector SPDR ETF worth $115K as of Q2 2026.
Sumitomo Mitsui Financial Group bought 548 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $95.2K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #172 holding.
Sumitomo Mitsui Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 16 quarters since.
Sumitomo Mitsui Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $137M in Q2 2021.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.