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XLI icon

Summit Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Summit Financial’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 		$9.27M Sell
50,031
-2,025
-4% -$352K 0.1% 200
2026
Q1 		$8.42M Buy
52,056
+26,058
+100% +$4.37M 0.11% 186
2025
Q4 		$4.03M Sell
25,998
-8
-0% -$1.23K 0.06% 305
2025
Q3 		$4.01M Buy
26,006
+1,340
+5% +$203K 0.06% 307
2025
Q2 		$3.64M Sell
24,666
-630
-2% -$85.9K 0.08% 201
2025
Q1 		$3.32M Sell
25,296
-47,160
-65% -$6.37M 0.09% 188
2024
Q4 		$9.55M Buy
72,456
+531
+0.7% +$73.2K 0.33% 53
2024
Q3 		$9.74M Buy
71,925
+9,734
+16% +$1.24M 0.38% 47
2024
Q2 		$7.58M Buy
62,191
+4,042
+7% +$498K 0.35% 47
2024
Q1 		$7.32M Sell
58,149
-235
-0.4% -$27.7K 0.43% 30
2023
Q4 		$6.66M Buy
58,384
+726
+1% +$76.2K 0.43% 32
2023
Q3 		$5.85M Buy
57,658
+750
+1% +$80.3K 0.43% 31
2023
Q2 		$6.11M Buy
56,908
+52,554
+1,207% +$5.29M 0.45% 28
2023
Q1 		$441K Buy
4,354
+496
+13% +$49.9K 0.04% 182
2022
Q4 		$379K Sell
3,858
-1,950
-34% -$186K 0.04% 192
2022
Q3 		$481K Buy
5,808
+809
+16% +$74.5K 0.05% 172
2022
Q2 		$437K Sell
4,999
-4,707
-48% -$444K 0.04% 165
2022
Q1 		$999K Buy
9,706
+3,946
+69% +$401K 0.08% 118
2021
Q4 		$609K Sell
5,760
-249
-4% -$25.9K 0.05% 153
2021
Q3 		$588K Buy
6,009
+2,317
+63% +$238K 0.05% 123
2021
Q2 		$378K Buy
+3,692
New +$378K 0.04% 108

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Summit Financial's XLI Position: Q2 2026 in Review

Summit Financial reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.9% in Q2 2026, selling an estimated $352K and leaving 50,031 shares worth $9.27M. The position accounts for 0.1% of the portfolio, ranked #200.

Summit Financial first reported a position in XLI in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.74M in Q3 2024. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Summit Financial held 50,031 shares of State Street Industrial Select Sector SPDR ETF worth $9.27M as of Q2 2026.
  • Summit Financial sold 2,025 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $352K.
  • State Street Industrial Select Sector SPDR ETF made up 0.1% of Summit Financial's portfolio in Q2 2026, its #200 holding.
  • Summit Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's State Street Industrial Select Sector SPDR ETF position peaked at $9.74M in Q3 2024.
  • 1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.