Vestmark Advisory Solutions’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Vestmark Advisory Solutions’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	$4.88M	Buy	30,162 +8,941	+42%	+$1.5M	0.05%	359
2025 Q4	$3.29M	Buy	21,221 +15,844	+295%	+$2.44M	0.04%	419
2025 Q3	$829K	Buy	+5,377	New	+$815K	0.02%	584
2023 Q3	–	Sell	-2,428	Closed	-$261K	–	885
2023 Q2	$261K	Buy	2,428 +175	+8%	+$17.6K	0.01%	748
2023 Q1	$228K	Buy	2,253 +19	+0.9%	+$1.91K	0.01%	784
2022 Q4	$219K	Buy	+2,234	New	+$213K	0.01%	771
2022 Q1	–	Sell	-58,759	Closed	-$6.22M	–	906
2021 Q4	$6.22M	Buy	58,759 +3,268	+6%	+$339K	0.35%	58
2021 Q3	$5.43M	Buy	55,491 +3,820	+7%	+$392K	0.37%	56
2021 Q2	$5.29M	Sell	51,671 -91,741	-64%	-$9.4M	0.38%	52
2021 Q1	$14.1M	Buy	143,412 +16,702	+13%	+$1.53M	1.25%	5
2020 Q4	$11.2M	Buy	126,710 +18,520	+17%	+$1.56M	1.26%	10
2020 Q3	$8.33M	Buy	108,190 +39,017	+56%	+$2.92M	1.12%	10
2020 Q2	$4.75M	Buy	69,173 +27,177	+65%	+$1.76M	0.74%	25
2020 Q1	$2.48M	Buy	+41,996	New	+$3.16M	0.48%	43

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

Vestmark Advisory Solutions's XLI Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 42% in Q1 2026, buying an estimated $1.5M and bringing the position to 30,162 shares worth $4.88M. The position accounts for 0.05% of the portfolio, ranked #359.

Vestmark Advisory Solutions first reported a position in XLI in Q1 2020 and has held it in 14 quarters since. The position peaked at $14.1M in Q1 2021. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Vestmark Advisory Solutions held 30,162 shares of State Street Industrial Select Sector SPDR ETF worth $4.88M as of Q1 2026.
Vestmark Advisory Solutions bought 8,941 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.5M.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #359 holding.
Vestmark Advisory Solutions first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 14 quarters since.
Vestmark Advisory Solutions's State Street Industrial Select Sector SPDR ETF position peaked at $14.1M 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 Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.