Trust Company of Vermont’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Trust Company of Vermont’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
2025 Q4	–	Sell	-65	Closed	-$10K	–	1185
2025 Q3	$10K	Buy	+65	New	+$9.85K	﹤0.01%	835
2023 Q4	–	Sell	-1,000	Closed	-$101K	–	893
2023 Q3	$101K	Hold	1,000	–	–	0.01%	365
2023 Q2	$107K	Hold	1,000	–	–	0.01%	381
2023 Q1	$101K	Hold	1,000	–	–	0.01%	392
2022 Q4	$98.2K	Sell	1,000 -984	-50%	-$93.7K	0.01%	387
2022 Q3	$164K	Buy	+1,984	New	+$183K	0.01%	325
2015 Q1	–	Sell	-97	Closed	-$5K	–	803
2014 Q4	$5K	Buy	+97	New	+$5.33K	﹤0.01%	724
2013 Q3	–	Sell	-100	Closed	-$4K	–	725
2013 Q2	$4K	Buy	+100	New	+$4.25K	﹤0.01%	649

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trust Company of Vermont's XLI Position: Q4 2025 in Review

Trust Company of Vermont sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 65 shares — an estimated $10K sold.

Trust Company of Vermont first reported a position in XLI in Q2 2013 and held it in 8 quarters. The position peaked at $164K in Q3 2022. 1,501 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Trust Company of Vermont reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Trust Company of Vermont sold 65 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $10K.
Trust Company of Vermont first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and held it in 8 quarters.
Trust Company of Vermont's State Street Industrial Select Sector SPDR ETF position peaked at $164K in Q3 2022.
1,501 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.