WhitTier Trust Company’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

WhitTier Trust Company’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	$382K	Sell	2,097 -47	-2%	-$8.17K	0.01%	429
2026 Q1	$353K	Sell	2,144 -70	-3%	-$11.7K	0.01%	418
2025 Q4	$359K	Hold	2,214	–	–	0.01%	404
2025 Q3	$342K	Sell	2,214 -1,089	-33%	-$165K	0.01%	397
2025 Q2	$487K	Sell	3,303 -5	-0.2%	-$682	0.01%	398
2025 Q1	$434K	Buy	3,308 +33	+1%	+$4.46K	0.01%	409
2024 Q4	$432K	Hold	3,275	–	–	0.01%	382
2024 Q3	$444K	Sell	3,275 -87	-3%	-$11.1K	0.01%	370
2024 Q2	$410K	Sell	3,362 -69	-2%	-$8.5K	0.01%	370
2024 Q1	$432K	Sell	3,431 -533	-13%	-$62.7K	0.01%	363
2023 Q4	$452K	Buy	3,964 +503	+15%	+$52.8K	0.01%	352
2023 Q3	$351K	Buy	3,461 +30	+0.9%	+$3.21K	0.01%	374
2023 Q2	$368K	Hold	3,431	–	–	0.01%	376
2023 Q1	$347K	Buy	3,431 +370	+12%	+$37.2K	0.01%	383
2022 Q4	$301K	Buy	3,061 +69	+2%	+$6.57K	0.01%	408
2022 Q3	$248K	Buy	2,992 +57	+2%	+$5.25K	0.01%	428
2022 Q2	$256K	Sell	2,935 -94	-3%	-$8.86K	0.01%	426
2022 Q1	$312K	Hold	3,029	–	–	0.01%	405
2021 Q4	$320K	Hold	3,029	–	–	0.01%	401
2021 Q3	$296K	Hold	3,029	–	–	0.01%	405
2021 Q2	$310K	Sell	3,029 -434	-13%	-$44.5K	0.01%	394
2021 Q1	$341K	Hold	3,463	–	–	0.02%	377
2020 Q4	$307K	Sell	3,463 -427	-11%	-$36K	0.02%	376
2020 Q3	$299K	Sell	3,890 -27	-0.7%	-$2.02K	0.02%	369
2020 Q2	$269K	Sell	3,917 -415	-10%	-$26.9K	0.02%	369
2020 Q1	$256K	Sell	4,332 -110	-2%	-$8.29K	0.02%	356
2019 Q4	$362K	Buy	4,442 +60	+1%	+$4.79K	0.02%	337
2019 Q3	$340K	Buy	4,382 +420	+11%	+$32.2K	0.02%	343
2019 Q2	$307K	Sell	3,962 -561	-12%	-$42.7K	0.02%	354
2019 Q1	$339K	Sell	4,523 -6,559	-59%	-$475K	0.03%	332
2018 Q4	$713K	Buy	11,082 +8,267	+294%	+$586K	0.06%	216
2018 Q3	$221K	Sell	2,815 -359	-11%	-$27.4K	0.02%	387
2018 Q2	$227K	Buy	3,174 +1,214	+62%	+$90K	0.02%	379
2018 Q1	$146K	Sell	1,960 -3,412	-64%	-$263K	0.01%	425
2017 Q4	$406K	Buy	5,372 +5,134	+2,157%	+$374K	0.03%	275
2017 Q3	$17K	Hold	238	–	–	﹤0.01%	726
2017 Q2	$16K	Hold	238	–	–	﹤0.01%	725
2017 Q1	$15K	Hold	238	–	–	﹤0.01%	721
2016 Q4	$15K	Buy	+238	New	+$14.3K	﹤0.01%	724

Other funds holding XLI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

WhitTier Trust Company's XLI Position: Q2 2026 in Review

WhitTier Trust Company reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.2% in Q2 2026, selling an estimated $8.17K and leaving 2,097 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #429.

WhitTier Trust Company first reported a position in XLI in Q4 2016 and has held it in 39 quarters since. The position peaked at $713K in Q4 2018. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

WhitTier Trust Company held 2,097 shares of State Street Industrial Select Sector SPDR ETF worth $382K as of Q2 2026.
WhitTier Trust Company sold 47 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.17K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #429 holding.
WhitTier Trust Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
WhitTier Trust Company's State Street Industrial Select Sector SPDR ETF position peaked at $713K in Q4 2018.
813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.