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 Q2	$224K	Sell	1,208 -1,691	-58%	-$294K	﹤0.01%	1889
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 $1.55T 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

Wellington Management Group's XLI Position: Q2 2026 in Review

Wellington Management Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 58% in Q2 2026, selling an estimated $294K and leaving 1,208 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Wellington Management Group first reported a position in XLI in Q4 2014 and has held it in 18 quarters since. The position peaked at $33.7M in Q2 2019. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Wellington Management Group held 1,208 shares of State Street Industrial Select Sector SPDR ETF worth $224K as of Q2 2026.
Wellington Management Group sold 1,691 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $294K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1889 holding.
Wellington Management Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and has held it in 18 quarters since.
Wellington Management Group's State Street Industrial Select Sector SPDR ETF position peaked at $33.7M in Q2 2019.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.