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

SYM Financial Corp’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	$162K	Sell	1,000 -67	-6%	-$11.2K	0.02%	328
2025 Q4	$166K	Sell	1,067 -426	-29%	-$65.5K	0.02%	332
2025 Q3	$230K	Hold	1,493	–	–	0.02%	286
2025 Q2	$220K	Hold	1,493	–	–	0.02%	289
2025 Q1	$196K	Sell	1,493 -109	-7%	-$14.7K	0.02%	267
2024 Q4	$211K	Buy	1,602 +176	+12%	+$24.3K	0.03%	225
2024 Q3	$193K	Hold	1,426	–	–	0.03%	182
2024 Q2	$174K	Hold	1,426	–	–	0.03%	163
2024 Q1	$180K	Hold	1,426	–	–	0.03%	97
2023 Q4	$163K	Hold	1,426	–	–	0.03%	109
2023 Q3	$145K	Buy	1,426 +1,000	+235%	+$107K	0.03%	98
2023 Q2	$45.7K	Hold	426	–	–	0.01%	84
2023 Q1	$43.1K	Hold	426	–	–	0.01%	78
2022 Q4	$41.8K	Hold	426	–	–	0.01%	85
2022 Q3	$35K	Hold	426	–	–	0.02%	80
2022 Q2	$37K	Hold	426	–	–	0.02%	82
2022 Q1	$44K	Sell	426 -280	-40%	-$28.4K	0.02%	83
2021 Q4	$75K	Hold	706	–	–	0.03%	69
2021 Q3	$69K	Hold	706	–	–	0.04%	74
2021 Q2	$72K	Buy	706 +280	+66%	+$28.7K	0.04%	59
2021 Q1	$42K	Buy	+426	New	+$39K	0.02%	70
2020 Q1	–	Sell	-283	Closed	-$23K	–	101
2019 Q4	$23K	Buy	283 +2	+0.7%	+$160	0.02%	78
2019 Q3	$22K	Buy	281 +1	+0.4%	+$77	0.01%	64
2019 Q2	$22K	Buy	280 +1	+0.4%	+$76	0.01%	66
2019 Q1	$21K	Buy	279 +2	+0.7%	+$145	0.01%	65
2018 Q4	$18K	Buy	277 +1	+0.4%	+$71	0.01%	72
2018 Q3	$22K	Buy	276 +2	+0.7%	+$152	0.01%	74
2018 Q2	$20K	Buy	274 +1	+0.4%	+$74	0.01%	59
2018 Q1	$20K	Buy	+273	New	+$21K	0.01%	51

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

SYM Financial Corp's XLI Position: Q1 2026 in Review

SYM Financial Corp reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.3% in Q1 2026, selling an estimated $11.2K and leaving 1,000 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #328.

SYM Financial Corp first reported a position in XLI in Q1 2018 and has held it in 29 quarters since. The position peaked at $230K in Q3 2025. 1,555 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

SYM Financial Corp held 1,000 shares of State Street Industrial Select Sector SPDR ETF worth $162K as of Q1 2026.
SYM Financial Corp sold 67 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $11.2K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #328 holding.
SYM Financial Corp first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 29 quarters since.
SYM Financial Corp's State Street Industrial Select Sector SPDR ETF position peaked at $230K in Q3 2025.
1,555 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.