Verity & Verity’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Verity & Verity’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	$294K	Sell	1,588 -18	-1%	-$3.13K	0.02%	125
2026 Q1	$260K	Hold	1,606	–	–	0.02%	127
2025 Q4	$249K	Hold	1,606	–	–	0.02%	141
2025 Q3	$248K	Sell	1,606 -73	-4%	-$11.1K	0.02%	124
2025 Q2	$248K	Hold	1,679	–	–	0.02%	127
2025 Q1	$220K	Sell	1,679 -415	-20%	-$56.1K	0.02%	123
2024 Q4	$276K	Sell	2,094 -45	-2%	-$6.2K	0.03%	123
2024 Q3	$290K	Hold	2,139	–	–	0.03%	102
2024 Q2	$261K	Sell	2,139 -571	-21%	-$70.4K	0.03%	105
2024 Q1	$341K	Hold	2,710	–	–	0.04%	89
2023 Q4	$309K	Hold	2,710	–	–	0.04%	91
2023 Q3	$275K	Hold	2,710	–	–	0.03%	88
2023 Q2	$291K	Hold	2,710	–	–	0.04%	86
2023 Q1	$274K	Buy	+2,710	New	+$273K	0.04%	104
2022 Q4	–	Sell	-29,390	Closed	-$2.44M	–	131
2022 Q3	$2.44M	Buy	+29,390	New	+$2.71M	0.39%	65

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

Verity & Verity's XLI Position: Q2 2026 in Review

Verity & Verity reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.1% in Q2 2026, selling an estimated $3.13K and leaving 1,588 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #125.

Verity & Verity first reported a position in XLI in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.44M in Q3 2022. 1,657 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Verity & Verity held 1,588 shares of State Street Industrial Select Sector SPDR ETF worth $294K as of Q2 2026.
Verity & Verity sold 18 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.13K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Verity & Verity's portfolio in Q2 2026, its #125 holding.
Verity & Verity first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
Verity & Verity's State Street Industrial Select Sector SPDR ETF position peaked at $2.44M in Q3 2022.
1,657 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Verity & Verity's 13F filing for Q2 2026, filed 28 Jul 2026.