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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.8K	Hold	161	–	–	﹤0.01%	373
2026 Q1	$26K	Hold	161	–	–	﹤0.01%	370
2025 Q4	$25K	Sell	161 -32	-17%	-$4.92K	﹤0.01%	359
2025 Q3	$29.8K	Sell	193 -2	-1%	-$303	﹤0.01%	359
2025 Q2	$28.8K	Sell	195 -161	-45%	-$22K	﹤0.01%	355
2025 Q1	$46.7K	Sell	356 -36	-9%	-$4.87K	﹤0.01%	332
2024 Q4	$51.6K	Hold	392	–	–	﹤0.01%	320
2024 Q3	$53.1K	Hold	392	–	–	0.01%	326
2024 Q2	$47.8K	Hold	392	–	–	0.01%	344
2024 Q1	$49.4K	Hold	392	–	–	0.01%	350
2023 Q4	$44.7K	Hold	392	–	–	0.01%	350
2023 Q3	$39.7K	Hold	392	–	–	0.01%	336
2023 Q2	$42.1K	Hold	392	–	–	0.01%	345
2023 Q1	$39.7K	Hold	392	–	–	0.01%	357
2022 Q4	$38K	Hold	392	–	–	0.01%	359
2022 Q3	$32K	Hold	392	–	–	0.01%	375
2022 Q2	$34K	Hold	392	–	–	0.01%	367
2022 Q1	$40K	Hold	392	–	–	0.01%	370
2021 Q4	$41K	Buy	392 +96	+32%	+$9.97K	0.01%	232
2021 Q3	$29K	Buy	+296	New	+$30.4K	0.01%	265
2021 Q1	$29K	Hold	296	–	–	﹤0.01%	300
2020 Q4	$26K	Sell	296 -326	-52%	-$27.5K	﹤0.01%	301
2020 Q3	$48K	Hold	622	–	–	0.01%	241
2020 Q2	$43K	Hold	622	–	–	0.01%	245
2020 Q1	$37K	Buy	622 +267	+75%	+$20.1K	0.01%	250
2019 Q4	$29K	Buy	+355	New	+$28.3K	0.01%	289
2014 Q4	–	Sell	-170	Closed	-$9K	–	503
2014 Q3	$9K	Hold	170	–	–	﹤0.01%	386
2014 Q2	$9K	Hold	170	–	–	﹤0.01%	396
2014 Q1	$9K	Hold	170	–	–	﹤0.01%	399
2013 Q4	$9K	Hold	170	–	–	﹤0.01%	427
2013 Q3	$8K	Buy	+170	New	+$7.69K	﹤0.01%	412