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

Sunbelt Securities’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	$265K	Sell	1,638 -1	-0.1%	-$168	0.02%	558
2025 Q4	$254K	Buy	1,639 +1	+0.1%	+$154	0.02%	568
2025 Q3	$253K	Buy	1,638 +961	+142%	+$146K	0.02%	578
2025 Q2	$89.2K	Buy	677 +176	+35%	+$24K	0.01%	795
2025 Q1	$65.7K	Sell	501 -176	-26%	-$23.8K	0.01%	841
2024 Q4	$89.3K	Buy	677 +226	+50%	+$31.2K	0.01%	794
2024 Q3	$61.1K	Buy	451 +123	+38%	+$15.6K	0.01%	890
2024 Q2	$40K	Buy	328 +1	+0.3%	+$123	﹤0.01%	963
2024 Q1	$41.2K	Hold	327	–	–	﹤0.01%	922
2023 Q4	$37.2K	Buy	327 +2	+0.6%	+$210	﹤0.01%	877
2023 Q3	$33K	Buy	325 +1	+0.3%	+$107	﹤0.01%	896
2023 Q2	$34.8K	Buy	324 +1	+0.3%	+$101	0.01%	873
2023 Q1	$32.3K	Buy	+323	New	+$32.5K	0.01%	836
2018 Q2	–	Sell	-4,731	Closed	-$351K	–	224
2018 Q1	$351K	Buy	4,731 +1,782	+60%	+$137K	0.32%	106
2017 Q4	$223K	Sell	2,949 -484	-14%	-$35.2K	0.22%	156
2017 Q3	$244K	Buy	+3,433	New	+$236K	0.26%	134

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

Sunbelt Securities's XLI Position: Q1 2026 in Review

Sunbelt Securities reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.06% in Q1 2026, selling an estimated $168 and leaving 1,638 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #558.

Sunbelt Securities first reported a position in XLI in Q3 2017 and has held it in 16 quarters since. The position peaked at $351K in Q1 2018. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Sunbelt Securities held 1,638 shares of State Street Industrial Select Sector SPDR ETF worth $265K as of Q1 2026.
Sunbelt Securities sold 1 State Street Industrial Select Sector SPDR ETF share in Q1 2026, an estimated $168.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #558 holding.
Sunbelt Securities first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2017 and has held it in 16 quarters since.
Sunbelt Securities's State Street Industrial Select Sector SPDR ETF position peaked at $351K in Q1 2018.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.