tru Independence’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

tru Independence’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	$402K	Sell	2,486 -16	-0.6%	-$2.69K	0.2%	62
2025 Q4	$388K	Buy	2,502 +45	+2%	+$6.92K	0.1%	95
2025 Q3	$379K	Buy	2,457 +9	+0.4%	+$1.36K	0.1%	96
2025 Q2	$361K	Sell	2,448 -39	-2%	-$5.32K	0.1%	94
2025 Q1	$326K	Buy	2,487 +8	+0.3%	+$1.08K	0.1%	94
2024 Q4	$327K	Sell	2,479 -13	-0.5%	-$1.79K	0.1%	90
2024 Q3	$338K	Buy	2,492 +61	+3%	+$7.75K	0.1%	91
2024 Q2	$296K	Buy	2,431 +8	+0.3%	+$986	0.09%	92
2024 Q1	$305K	Buy	2,423 +7	+0.3%	+$824	0.09%	96
2023 Q4	$275K	Sell	2,416 -2,499	-51%	-$262K	0.08%	101
2023 Q3	$498K	Sell	4,915 -320	-6%	-$34.3K	0.17%	81
2023 Q2	$562K	Sell	5,235 -292	-5%	-$29.4K	0.19%	80
2023 Q1	$559K	Sell	5,527 -458	-8%	-$46.1K	0.18%	81
2022 Q4	$588K	Sell	5,985 -377	-6%	-$35.9K	0.19%	80
2022 Q3	$527K	Buy	6,362 +4	+0.1%	+$368	0.19%	79
2022 Q2	$555K	Sell	6,358 -414	-6%	-$39K	0.18%	83
2022 Q1	$697K	Sell	6,772 -449	-6%	-$45.6K	0.19%	85
2021 Q4	$764K	Sell	7,221 -330	-4%	-$34.3K	0.21%	82
2021 Q3	$739K	Buy	+7,551	New	+$776K	0.21%	81
2021 Q2	–	Sell	-8,311	Closed	-$818K	–	407
2021 Q1	$818K	Buy	+8,311	New	+$761K	0.15%	134
2020 Q1	–	Sell	-11,752	Closed	-$693K	–	940
2019 Q4	$693K	Buy	+11,752	New	+$938K	0.1%	136

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

tru Independence's XLI Position: Q1 2026 in Review

tru Independence reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.64% in Q1 2026, selling an estimated $2.69K and leaving 2,486 shares worth $402K. The position accounts for 0.2% of the portfolio, ranked #62.

tru Independence first reported a position in XLI in Q4 2019 and has held it in 21 quarters since. The position peaked at $818K in Q1 2021. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

tru Independence held 2,486 shares of State Street Industrial Select Sector SPDR ETF worth $402K as of Q1 2026.
tru Independence sold 16 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.69K.
State Street Industrial Select Sector SPDR ETF made up 0.2% of tru Independence's portfolio in Q1 2026, its #62 holding.
tru Independence first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 21 quarters since.
tru Independence's State Street Industrial Select Sector SPDR ETF position peaked at $818K in Q1 2021.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.