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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Summit Financial's XLI Position: Q1 2026 in Review

Summit Financial increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 100% in Q1 2026, buying an estimated $4.37M and bringing the position to 52,056 shares worth $8.42M. The position accounts for 0.11% of the portfolio, ranked #186.

Summit Financial first reported a position in XLI in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.74M in Q3 2024. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Summit Financial held 52,056 shares of State Street Industrial Select Sector SPDR ETF worth $8.42M as of Q1 2026.
  • Summit Financial bought 26,058 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.37M.
  • State Street Industrial Select Sector SPDR ETF made up 0.11% of Summit Financial's portfolio in Q1 2026, its #186 holding.
  • Summit Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's State Street Industrial Select Sector SPDR ETF position peaked at $9.74M in Q3 2024.
  • 1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.