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
2016 Q3	–	Sell	-3,000	Closed	-$273K	–	2251
2016 Q2	$273K	Hold	3,000	–	–	﹤0.01%	2011
2016 Q1	$399K	Hold	3,000	–	–	﹤0.01%	1993
2015 Q4	$516K	Sell	3,000 -23	-0.8%	-$1.23K	﹤0.01%	1973
2015 Q3	$325K	Sell	3,023 -531	-15%	-$28K	﹤0.01%	2043
2015 Q2	$444K	Buy	3,554 +1,777	+100%	+$99.7K	﹤0.01%	1983
2015 Q1	$208K	Buy	+1,777	New	+$100K	﹤0.01%	2125

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

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. 1,556 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.
1,556 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.