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 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 $1.37T 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

Westwood Holdings Group's XLI Position: Q1 2026 in Review

Westwood Holdings Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 73,358 shares — an estimated $11.4M sold.

Westwood Holdings Group first reported a position in XLI in Q2 2015 and held it in 23 quarters. The position peaked at $11.4M in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Westwood Holdings Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Westwood Holdings Group sold 73,358 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $11.4M.
Westwood Holdings Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2015 and held it in 23 quarters.
Westwood Holdings Group's State Street Industrial Select Sector SPDR ETF position peaked at $11.4M in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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