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XLI icon

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

Summit Securities 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 		– Sell
-424
Closed -$65.8K – 1416
2025
Q4 		$65.8K Buy
+424
New +$65.2K 0.01% 553
2025
Q3 		– Sell
-10,000
Closed -$1.48M – 1404
2025
Q2 		$1.48M Sell
10,000
-12,627
-56% -$1.72M 0.28% 71
2025
Q1 		$2.97M Buy
22,627
+22,327
+7,442% +$3.02M 0.46% 26
2024
Q4 		$39.5K Buy
+300
New +$41.4K 0.01% 306
2023
Q3 		– Sell
-3,724
Closed -$400K – 1071
2023
Q2 		$400K Buy
3,724
+1,224
+49% +$123K 0.05% 159
2023
Q1 		$253K Buy
+2,500
New +$251K 0.02% 194
2022
Q1 		– Sell
-3,600
Closed -$381K – 1402
2021
Q4 		$381K Sell
3,600
-4,400
-55% -$457K 0.02% 435
2021
Q3 		$783K Hold
8,000
– – 0.06% 308
2021
Q2 		$819K Buy
8,000
+5,700
+248% +$584K 0.07% 291
2021
Q1 		$226K Sell
2,300
-4,600
-67% -$421K 0.02% 508
2020
Q4 		$611K Buy
+6,900
New +$581K 0.05% 315
2015
Q2 		– Sell
-101
Closed -$6K – 600
2015
Q1 		$6K Sell
101
-2,417
-96% -$136K ﹤0.01% 306
2014
Q4 		$142K Buy
2,518
+2,507
+22,791% +$138K 0.04% 235
2014
Q3 		$1K Sell
11
-1,989
-99% -$107K ﹤0.01% 662
2014
Q2 		$108K Buy
2,000
+1,400
+233% +$74.8K 0.04% 225
2014
Q1 		$31K Buy
+600
New +$30.8K 0.02% 214

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 Securities Group's XLI Position: Q1 2026 in Review

Summit Securities Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 424 shares — an estimated $65.8K sold.

Summit Securities Group first reported a position in XLI in Q1 2014 and held it in 16 quarters. The position peaked at $2.97M in Q1 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Summit Securities Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 424 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $65.8K.
  • Summit Securities Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2014 and held it in 16 quarters.
  • Summit Securities Group's State Street Industrial Select Sector SPDR ETF position peaked at $2.97M in Q1 2025.
  • 1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.