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XLI icon

TCV Trust & Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

TCV Trust & Wealth Management’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 		$5.33M Sell
28,768
-1,035
-3% -$180K 0.4% 56
2026
Q1 		$4.82M Sell
29,803
-1,322
-4% -$222K 0.4% 59
2025
Q4 		$4.83M Sell
31,125
-53
-0.2% -$8.15K 0.39% 62
2025
Q3 		$4.81M Sell
31,178
-351
-1% -$53.2K 0.4% 60
2025
Q2 		$4.65M Buy
31,529
+61
+0.2% +$8.32K 0.41% 59
2025
Q1 		$4.12M Buy
31,468
+144
+0.5% +$19.5K 0.38% 63
2024
Q4 		$4.13M Sell
31,324
-373
-1% -$51.4K 0.38% 61
2024
Q3 		$4.29M Buy
31,697
+1,009
+3% +$128K 0.38% 62
2024
Q2 		$3.74M Sell
30,688
-384
-1% -$47.3K 0.36% 60
2024
Q1 		$3.91M Sell
31,072
-611
-2% -$71.9K 0.38% 62
2023
Q4 		$3.61M Buy
31,683
+111
+0.4% +$11.7K 0.36% 61
2023
Q3 		$3.2M Sell
31,572
-831
-3% -$89K 0.35% 65
2023
Q2 		$3.48M Buy
32,403
+29
+0.1% +$2.92K 0.37% 64
2023
Q1 		$3.28M Buy
32,374
+164
+0.5% +$16.5K 0.36% 67
2022
Q4 		$3.16M Sell
32,210
-142
-0.4% -$13.5K 0.36% 67
2022
Q3 		$2.68M Sell
32,352
-442
-1% -$40.7K 0.34% 68
2022
Q2 		$2.86M Buy
32,794
+471
+1% +$44.4K 0.34% 70
2022
Q1 		$3.33M Buy
32,323
+27
+0.1% +$2.74K 0.35% 69
2021
Q4 		$3.42M Sell
32,296
-19
-0.1% -$1.97K 0.34% 69
2021
Q3 		$3.16M Sell
32,315
-121
-0.4% -$12.4K 0.35% 69
2021
Q2 		$3.3M Sell
32,436
-904
-3% -$92.6K 0.36% 70
2021
Q1 		$3.28M Sell
33,340
-439
-1% -$40.2K 0.38% 70
2020
Q4 		$2.99M Sell
33,779
-551
-2% -$46.4K 0.36% 69
2020
Q3 		$2.64M Buy
34,330
+70
+0.2% +$5.24K 0.36% 72
2020
Q2 		$2.35M Buy
34,260
+4,030
+13% +$261K 0.33% 73
2020
Q1 		$1.78M Buy
30,230
+1,200
+4% +$90.4K 0.29% 75
2019
Q4 		$2.37M Sell
29,030
-178
-0.6% -$14.2K 0.29% 75
2019
Q3 		$2.27M Sell
29,208
-1,295
-4% -$99.3K 0.29% 73
2019
Q2 		$2.36M Sell
30,503
-130
-0.4% -$9.88K 0.31% 74
2019
Q1 		$2.3M Buy
30,633
+2,190
+8% +$159K 0.3% 75
2018
Q4 		$1.83M Buy
28,443
+1,172
+4% +$83.1K 0.27% 80
2018
Q3 		$2.14M Sell
27,271
-623
-2% -$47.5K 0.29% 77
2018
Q2 		$2M Sell
27,894
-84
-0.3% -$6.23K 0.28% 74
2018
Q1 		$2.08M Buy
27,978
+436
+2% +$33.6K 0.3% 74
2017
Q4 		$2.08M Sell
27,542
-1,419
-5% -$103K 0.29% 76
2017
Q3 		$2.06M Sell
28,961
-825
-3% -$56.7K 0.3% 73
2017
Q2 		$2.03M Sell
29,786
-1,088
-4% -$72.6K 0.31% 78
2017
Q1 		$2.01M Sell
30,874
-179
-0.6% -$11.6K 0.31% 75
2016
Q4 		$1.93M Sell
31,053
-114
-0.4% -$6.87K 0.31% 76
2016
Q3 		$1.82M Sell
31,167
-63
-0.2% -$3.66K 0.31% 79
2016
Q2 		$1.75M Sell
31,230
-645
-2% -$36K 0.3% 79
2016
Q1 		$1.77M Buy
31,875
+82
+0.3% +$4.24K 0.32% 76
2015
Q4 		$1.69M Sell
31,793
-390
-1% -$20.9K 0.3% 78
2015
Q3 		$1.61M Sell
32,183
-1,139
-3% -$60K 0.29% 80
2015
Q2 		$1.8M Buy
33,322
+47
+0.1% +$2.64K 0.3% 83
2015
Q1 		$1.86M Buy
33,275
+1,282
+4% +$72.2K 0.3% 84
2014
Q4 		$1.81M Sell
31,993
-212
-0.7% -$11.6K 0.3% 84
2014
Q3 		$1.71M Buy
32,205
+725
+2% +$38.9K 0.29% 82
2014
Q2 		$1.7M Sell
31,480
-3,745
-11% -$200K 0.28% 85
2014
Q1 		$1.84M Buy
35,225
+754
+2% +$38.7K 0.31% 83
2013
Q4 		$1.8M Buy
34,471
+4,276
+14% +$210K 0.31% 83
2013
Q3 		$1.4M Buy
30,195
+2,066
+7% +$93.5K 0.27% 89
2013
Q2 		$1.2M Buy
+28,129
New +$1.19M 0.25% 89

Other funds holding XLI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

TCV Trust & Wealth Management's XLI Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.5% in Q2 2026, selling an estimated $180K and leaving 28,768 shares worth $5.33M. The position accounts for 0.4% of the portfolio, ranked #56.

TCV Trust & Wealth Management first reported a position in XLI in Q2 2013 and has held it in 53 quarters since. 816 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • TCV Trust & Wealth Management held 28,768 shares of State Street Industrial Select Sector SPDR ETF worth $5.33M as of Q2 2026.
  • TCV Trust & Wealth Management sold 1,035 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $180K.
  • State Street Industrial Select Sector SPDR ETF made up 0.4% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #56 holding.
  • TCV Trust & Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • 816 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.