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

Wellington Management 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 Q1	$469K	Buy	2,899 +1,372	+90%	+$230K	﹤0.01%	1778
2025 Q4	$237K	Sell	1,527 -43,497	-97%	-$6.69M	﹤0.01%	1875
2025 Q3	$6.94M	Buy	45,024 +40,900	+992%	+$6.2M	﹤0.01%	1353
2025 Q2	$608K	Sell	4,124 -8,731	-68%	-$1.19M	﹤0.01%	1790
2025 Q1	$1.68M	Buy	12,855 +3,612	+39%	+$488K	﹤0.01%	1593
2024 Q4	$1.22M	Buy	9,243 +1,670	+22%	+$230K	﹤0.01%	1683
2024 Q3	$1.03M	Buy	+7,573	New	+$963K	﹤0.01%	1705
2020 Q2	–	Sell	-4,035	Closed	-$238K	–	1998
2020 Q1	$238K	Sell	4,035 -255,069	-98%	-$19.2M	﹤0.01%	1834
2019 Q4	$21.1M	Sell	259,104 -22,148	-8%	-$1.77M	﹤0.01%	969
2019 Q3	$21.8M	Sell	281,252 -154,282	-35%	-$11.8M	﹤0.01%	941
2019 Q2	$33.7M	Buy	435,534 +293,463	+207%	+$22.3M	0.01%	871
2019 Q1	$10.7M	Sell	142,071 -112,091	-44%	-$8.11M	﹤0.01%	1189
2018 Q4	$16.4M	Buy	254,162 +212,331	+508%	+$15M	﹤0.01%	1045
2018 Q3	$3.28M	Buy	41,831 +28,904	+224%	+$2.2M	﹤0.01%	1577
2018 Q2	$926K	Buy	+12,927	New	+$959K	﹤0.01%	1903
2016 Q2	–	Sell	-9,358	Closed	-$522K	–	2190
2016 Q1	$519K	Buy	+9,358	New	+$484K	﹤0.01%	1947
2015 Q1	–	Sell	-72,000	Closed	-$4.05M	–	2247
2014 Q4	$4.07M	Buy	+72,000	New	+$3.96M	﹤0.01%	1498

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 $445B AUM 25.58% 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 $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group's XLI Position: Q1 2026 in Review

Wellington Management Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 90% in Q1 2026, buying an estimated $230K and bringing the position to 2,899 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Wellington Management Group first reported a position in XLI in Q4 2014 and has held it in 17 quarters since. The position peaked at $33.7M in Q2 2019. 1,560 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Wellington Management Group held 2,899 shares of State Street Industrial Select Sector SPDR ETF worth $469K as of Q1 2026.
Wellington Management Group bought 1,372 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $230K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1778 holding.
Wellington Management Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and has held it in 17 quarters since.
Wellington Management Group's State Street Industrial Select Sector SPDR ETF position peaked at $33.7M in Q2 2019.
1,560 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.