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

Vontobel Holding’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	$471K	Buy	2,913 +203	+7%	+$34.1K	﹤0.01%	872
2025 Q4	$420K	Sell	2,710 -2,122	-44%	-$327K	﹤0.01%	1045
2025 Q3	$745K	Sell	4,832 -11,464	-70%	-$1.74M	﹤0.01%	818
2025 Q2	$2.4M	Buy	16,296 +13,387	+460%	+$1.83M	0.01%	495
2025 Q1	$381K	Buy	2,909 +873	+43%	+$118K	﹤0.01%	861
2024 Q4	$268K	Buy	+2,036	New	+$281K	﹤0.01%	940
2024 Q3	–	Sell	-1,922	Closed	-$234K	–	1135
2024 Q2	$234K	Sell	1,922 -855	-31%	-$105K	﹤0.01%	956
2024 Q1	$350K	Sell	2,777 -1,302	-32%	-$153K	﹤0.01%	868
2023 Q4	$465K	Buy	4,079 +1,857	+84%	+$195K	﹤0.01%	820
2023 Q3	$225K	Buy	2,222 +238	+12%	+$25.5K	﹤0.01%	964
2023 Q2	$213K	Sell	1,984 -479	-19%	-$48.2K	﹤0.01%	997
2023 Q1	$249K	Buy	+2,463	New	+$248K	﹤0.01%	934
2022 Q1	–	Sell	-3,479	Closed	-$368K	–	1144
2021 Q4	$368K	Buy	3,479 +722	+26%	+$75K	﹤0.01%	880
2021 Q3	$270K	Sell	2,757 -611	-18%	-$62.8K	﹤0.01%	967
2021 Q2	$345K	Buy	3,368 +1,560	+86%	+$160K	﹤0.01%	871
2021 Q1	$178K	Sell	1,808 -13,962	-89%	-$1.28M	﹤0.01%	924
2020 Q4	$1.4M	Buy	+15,770	New	+$1.33M	0.01%	479

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

Vontobel Holding's XLI Position: Q1 2026 in Review

Vontobel Holding increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.5% in Q1 2026, buying an estimated $34.1K and bringing the position to 2,913 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Vontobel Holding first reported a position in XLI in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.4M in Q2 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Vontobel Holding held 2,913 shares of State Street Industrial Select Sector SPDR ETF worth $471K as of Q1 2026.
Vontobel Holding bought 203 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $34.1K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #872 holding.
Vontobel Holding first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 17 quarters since.
Vontobel Holding's State Street Industrial Select Sector SPDR ETF position peaked at $2.4M in Q2 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.