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

Westwood Holdings 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	$22.5M	Buy	+121,409	New	+$21.1M	0.17%	192
2026 Q1	–	Sell	-73,358	Closed	-$11.4M	–	496
2025 Q4	$11.4M	Sell	73,358 -206	-0.3%	-$31.7K	0.09%	231
2025 Q3	$11.3M	Sell	73,564 -1,464	-2%	-$222K	0.08%	228
2025 Q2	$11.1M	Buy	+75,028	New	+$10.2M	0.08%	225
2021 Q1	–	Sell	-5,240	Closed	-$464K	–	488
2020 Q4	$464K	Buy	+5,240	New	+$442K	0.01%	371
2020 Q2	–	Sell	-47,350	Closed	-$2.79M	–	427
2020 Q1	$2.79M	Hold	47,350	–	–	0.04%	259
2019 Q4	$3.86M	Hold	47,350	–	–	0.04%	271
2019 Q3	$3.68M	Hold	47,350	–	–	0.04%	270
2019 Q2	$3.67M	Hold	47,350	–	–	0.04%	274
2019 Q1	$3.55M	Hold	47,350	–	–	0.04%	230
2018 Q4	$3.05M	Hold	47,350	–	–	0.03%	230
2018 Q3	$3.71M	Hold	47,350	–	–	0.03%	239
2018 Q2	$3.39M	Hold	47,350	–	–	0.03%	245
2018 Q1	$3.52M	Hold	47,350	–	–	0.03%	249
2017 Q4	$3.58M	Sell	47,350 -155	-0.3%	-$11.3K	0.03%	259
2017 Q3	$3.37M	Hold	47,505	–	–	0.03%	250
2017 Q2	$3.24M	Hold	47,505	–	–	0.03%	255
2017 Q1	$3.09M	Sell	47,505 -255	-0.5%	-$16.5K	0.03%	260
2016 Q4	$2.97M	Sell	47,760 -100	-0.2%	-$6.02K	0.02%	281
2016 Q3	$2.79M	Hold	47,860	–	–	0.02%	282
2016 Q2	$2.68M	Sell	47,860 -890	-2%	-$49.6K	0.02%	272
2016 Q1	$2.71M	Buy	+48,750	New	+$2.52M	0.02%	265
2015 Q4	–	Sell	-50,985	Closed	-$2.54M	–	415
2015 Q3	$2.54M	Buy	50,985 +310	+0.6%	+$16.3K	0.02%	273
2015 Q2	$2.74M	Buy	+50,675	New	+$2.84M	0.02%	281

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

Westwood Holdings Group's XLI Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 121,409 shares worth $22.5M. The stake represents 0.17% of the portfolio and ranks #192 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in XLI as recently as Q4 2025.

Westwood Holdings Group first reported a position in XLI in Q2 2015 and has held it in 24 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Westwood Holdings Group held 121,409 shares of State Street Industrial Select Sector SPDR ETF worth $22.5M as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Westwood Holdings Group position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.17% of Westwood Holdings Group's portfolio in Q2 2026, its #192 holding.
Westwood Holdings Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2015 and has held it in 24 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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