Union Savings Bank’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Union Savings Bank’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	$77.6K	Hold	419	–	–	0.03%	195
2026 Q1	$67.8K	Hold	419	–	–	0.03%	195
2025 Q4	$65K	Buy	+419	New	+$64.5K	0.03%	204
2025 Q2	$63.7K	Hold	419	–	–	0.03%	204
2025 Q1	$54.9K	Hold	419	–	–	0.03%	215
2024 Q4	$55.2K	Hold	419	–	–	0.03%	210
2024 Q3	$56.7K	Sell	419 -115	-22%	-$14.6K	0.03%	215
2024 Q2	$65.1K	Hold	534	–	–	0.03%	201
2024 Q1	$67.3K	Hold	534	–	–	0.04%	201
2023 Q4	$60.9K	Hold	534	–	–	0.03%	203
2023 Q3	$54.1K	Hold	534	–	–	0.03%	203
2023 Q2	$59K	Buy	+534	New	+$53.8K	0.04%	201

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Union Savings Bank's XLI Position: Q2 2026 in Review

Union Savings Bank held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 419 shares worth $77.6K. The position accounts for 0.03% of the portfolio, ranked #195.

Union Savings Bank first reported a position in XLI in Q2 2023 and has held it in 12 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Union Savings Bank held 419 shares of State Street Industrial Select Sector SPDR ETF worth $77.6K as of Q2 2026.
Union Savings Bank left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Union Savings Bank's portfolio in Q2 2026, its #195 holding.
Union Savings Bank first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.