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 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 $1.37T 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

Sumitomo Mitsui Financial Group's XLI Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2,300% in Q1 2026, buying an estimated $11.6K and bringing the position to 72 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Sumitomo Mitsui Financial Group first reported a position in XLI in Q4 2018 and has held it in 15 quarters since. The position peaked at $137M in Q2 2021. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Sumitomo Mitsui Financial Group held 72 shares of State Street Industrial Select Sector SPDR ETF worth $11.6K as of Q1 2026.
Sumitomo Mitsui Financial Group bought 69 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $11.6K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #184 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 15 quarters since.
Sumitomo Mitsui Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $137M in Q2 2021.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.