Townsend Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Townsend Asset 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 Q3	$61.9K	Sell	371 -650	-64%	-$116K	0.02%	155
2026 Q2	$189K	Buy	1,021 +66	+7%	+$11.5K	0.06%	144
2026 Q1	$155K	Buy	955 +866	+973%	+$145K	0.06%	137
2025 Q4	$13.8K	Hold	89	–	–	﹤0.01%	151
2025 Q3	$13.7K	Sell	89 -605	-87%	-$91.7K	﹤0.01%	148
2025 Q2	$102K	Buy	694 +2	+0.3%	+$273	0.04%	130
2025 Q1	$90.8K	Sell	692 -2,607	-79%	-$352K	0.04%	126
2024 Q4	$435K	Buy	3,299 +15	+0.5%	+$2.07K	0.16%	91
2024 Q3	$445K	Sell	3,284 -1,863	-36%	-$237K	0.17%	91
2024 Q2	$627K	Buy	+5,147	New	+$634K	0.24%	74
2023 Q1	–	Sell	-92	Closed	-$9.04K	–	217
2022 Q4	$9.04K	Hold	92	–	–	﹤0.01%	180
2022 Q3	$8K	Sell	92 -229	-71%	-$21.1K	﹤0.01%	177
2022 Q2	$28K	Buy	321 +1	+0.3%	+$94	0.01%	182
2022 Q1	$33K	Hold	320	–	–	0.02%	181
2021 Q4	$34K	Buy	320 +1	+0.3%	+$104	0.02%	182
2021 Q3	$31K	Buy	319 +1	+0.3%	+$103	0.02%	176
2021 Q2	$33K	Buy	318 +1	+0.3%	+$102	0.02%	169
2021 Q1	$31K	Buy	317 +92	+41%	+$8.42K	0.02%	158
2020 Q4	$20K	Sell	225 -108	-32%	-$9.1K	0.01%	159
2020 Q3	$26K	Sell	333 -141	-30%	-$10.5K	0.02%	155
2020 Q2	$33K	Sell	474 -41	-8%	-$2.66K	0.03%	154
2020 Q1	$30K	Buy	515 +3	+0.6%	+$226	0.03%	145
2019 Q4	$42K	Buy	+512	New	+$40.9K	0.03%	163

Other funds holding XLI

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return

Townsend Asset Management's XLI Position: Q3 2026 in Review

Townsend Asset Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 64% in Q3 2026, selling an estimated $116K and leaving 371 shares worth $61.9K. The position accounts for 0.02% of the portfolio, ranked #155.

Townsend Asset Management first reported a position in XLI in Q4 2019 and has held it in 23 quarters since. The position peaked at $627K in Q2 2024. 1,124 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Townsend Asset Management held 371 shares of State Street Industrial Select Sector SPDR ETF worth $61.9K as of Q3 2026.
Townsend Asset Management sold 650 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $116K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Townsend Asset Management's portfolio in Q3 2026, its #155 holding.
Townsend Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
Townsend Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $627K in Q2 2024.
1,124 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Townsend Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.