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

WestEnd Advisors’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	$155K	Buy	+837	New	+$145K	﹤0.01%	52
2025 Q4	–	Sell	-630	Closed	-$97.2K	–	400
2025 Q3	$97.2K	Buy	+630	New	+$95.4K	﹤0.01%	49
2025 Q2	–	Sell	-600	Closed	-$78.6K	–	375
2025 Q1	$78.6K	Buy	600 +459	+326%	+$62K	﹤0.01%	52
2024 Q4	$18.6K	Sell	141 -189	-57%	-$26.1K	﹤0.01%	68
2024 Q3	$44.6K	Sell	330 -140	-30%	-$17.8K	﹤0.01%	58
2024 Q2	$57.3K	Sell	470 -97	-17%	-$12K	﹤0.01%	50
2024 Q1	$71.4K	Sell	567 -626	-52%	-$73.7K	﹤0.01%	52
2023 Q4	$136K	Buy	1,193 +295	+33%	+$31K	﹤0.01%	48
2023 Q3	$91K	Buy	+898	New	+$96.1K	﹤0.01%	48
2023 Q1	–	Sell	-1,730	Closed	-$174K	–	46
2022 Q4	$170K	Sell	1,730 -456	-21%	-$43.4K	0.01%	47
2022 Q3	$181K	Sell	2,186 -325	-13%	-$29.9K	0.01%	46
2022 Q2	$219K	Buy	+2,511	New	+$237K	0.01%	46
2022 Q1	–	Sell	-747,553	Closed	-$75.9M	–	42
2021 Q4	$79.1M	Buy	+747,553	New	+$77.7M	2.15%	11
2021 Q3	–	Hold	0	–	–	–	13
2021 Q2	–	Sell	-1,510,639	Closed	-$155M	–	13
2021 Q1	$149M	Buy	1,510,639 +340,836	+29%	+$31.2M	5.96%	3
2020 Q4	$104M	Buy	1,169,803 +95,116	+9%	+$8.01M	5.24%	4
2020 Q3	$82.7M	Buy	1,074,687 +393,173	+58%	+$29.4M	4.87%	4
2020 Q2	$46.8M	Buy	681,514 +242,654	+55%	+$15.7M	3.14%	8
2020 Q1	$25.9M	Buy	+438,860	New	+$33.1M	2.17%	29

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

WestEnd Advisors's XLI Position: Q2 2026 in Review

WestEnd Advisors opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 837 shares worth $155K. The stake represents ﹤0.01% of the portfolio and ranks #52 among its holdings. This is a return to the name: WestEnd Advisors previously reported a position in XLI as recently as Q3 2025.

WestEnd Advisors first reported a position in XLI in Q1 2020 and has held it in 18 quarters since. The position peaked at $149M in Q1 2021. 1,655 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

WestEnd Advisors held 837 shares of State Street Industrial Select Sector SPDR ETF worth $155K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new WestEnd Advisors position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #52 holding.
WestEnd Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 18 quarters since.
WestEnd Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $149M in Q1 2021.
1,655 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.