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

Welch Group’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 Q3	$292K	Buy	+1,747	New	+$311K	0.01%	258
2022 Q1	–	Sell	-5,353	Closed	-$566K	–	227
2021 Q4	$566K	Buy	5,353 +2,547	+91%	+$265K	0.03%	117
2021 Q3	$275K	Sell	2,806 -153	-5%	-$15.7K	0.02%	155
2021 Q2	$303K	Sell	2,959 -626	-17%	-$64.1K	0.02%	139
2021 Q1	$353K	Sell	3,585 -2,354	-40%	-$216K	0.03%	127
2020 Q4	$526K	Buy	5,939 +859	+17%	+$72.4K	0.04%	96
2020 Q3	$391K	Buy	+5,080	New	+$380K	0.03%	104
2017 Q3	–	Sell	-1,731	Closed	-$118K	–	153
2017 Q2	$118K	Buy	+1,731	New	+$116K	0.02%	150
2016 Q1	–	Sell	-6,717	Closed	-$356K	–	152
2015 Q4	$356K	Sell	6,717 -8,970	-57%	-$481K	0.06%	75
2015 Q3	$783K	Buy	+15,687	New	+$826K	0.15%	50

Other funds holding XLI

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Welch Group's XLI Position: Q3 2026 in Review

Welch Group opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026: 1,747 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #258 among its holdings. This is a return to the name: Welch Group previously reported a position in XLI as recently as Q4 2021.

Welch Group first reported a position in XLI in Q3 2015 and has held it in 10 quarters since. The position peaked at $783K in Q3 2015. 1,048 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Welch Group held 1,747 shares of State Street Industrial Select Sector SPDR ETF worth $292K as of Q3 2026.
State Street Industrial Select Sector SPDR ETF was a new Welch Group position in Q3 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #258 holding.
Welch Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2015 and has held it in 10 quarters since.
Welch Group's State Street Industrial Select Sector SPDR ETF position peaked at $783K in Q3 2015.
1,048 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.