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XLI icon

SVB Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

SVB Wealth’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 		$206K Buy
+1,110
New +$193K 0.01% 377
2025
Q2 		– Sell
-1,835
Closed -$241K – 1644
2025
Q1 		$241K Sell
1,835
-378
-17% -$51.1K 0.01% 285
2024
Q4 		$292K Buy
+2,213
New +$305K 0.01% 567
2024
Q3 		– Sell
-3,159
Closed -$385K – 637
2024
Q2 		$385K Buy
3,159
+269
+9% +$33.2K 0.01% 485
2024
Q1 		$364K Buy
2,890
+743
+35% +$87.4K 0.01% 568
2023
Q4 		$245K Sell
2,147
-1,699
-44% -$178K 0.01% 699
2023
Q3 		$390K Hold
3,846
– – 0.01% 519
2023
Q2 		$413K Sell
3,846
-730
-16% -$73.5K 0.01% 542
2023
Q1 		$463K Sell
4,576
-610
-12% -$61.4K 0.01% 553
2022
Q4 		$509K Buy
5,186
+1,146
+28% +$109K 0.01% 557
2022
Q3 		$335K Buy
4,040
+1,464
+57% +$135K ﹤0.01% 656
2022
Q2 		$225K Sell
2,576
-3,460
-57% -$326K ﹤0.01% 650
2022
Q1 		$622K Sell
6,036
-364
-6% -$37K 0.01% 407
2021
Q4 		$677K Sell
6,400
-6,662
-51% -$692K 0.01% 377
2021
Q3 		$1.28M Sell
13,062
-1,344
-9% -$138K 0.02% 338
2021
Q2 		$1.48M Sell
14,406
-325
-2% -$33.3K 0.02% 310
2021
Q1 		$1.45M Sell
14,731
-472
-3% -$43.2K 0.02% 288
2020
Q4 		$1.35M Sell
15,203
-1,812
-11% -$153K 0.02% 281
2020
Q3 		$1.31M Buy
17,015
+4,708
+38% +$352K 0.02% 256
2020
Q2 		$845K Sell
12,307
-943
-7% -$61.2K 0.02% 294
2020
Q1 		$782K Buy
13,250
+5,114
+63% +$385K 0.02% 259
2019
Q4 		$663K Buy
8,136
+5,331
+190% +$426K 0.01% 368
2019
Q3 		$218K Buy
+2,805
New +$215K ﹤0.01% 481

Other funds holding XLI

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SVB Wealth's XLI Position: Q2 2026 in Review

SVB Wealth opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,110 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: SVB Wealth previously reported a position in XLI as recently as Q1 2025.

SVB Wealth first reported a position in XLI in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.48M in Q2 2021. 290 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • SVB Wealth held 1,110 shares of State Street Industrial Select Sector SPDR ETF worth $206K as of Q2 2026.
  • State Street Industrial Select Sector SPDR ETF was a new SVB Wealth position in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of SVB Wealth's portfolio in Q2 2026, its #377 holding.
  • SVB Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2019 and has held it in 23 quarters since.
  • SVB Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $1.48M in Q2 2021.
  • 290 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.