Glass Jacobson Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Glass Jacobson Investment 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
2025 Q2	–	Sell	-7,726	Closed	-$1.02M	–	869
2025 Q1	$1.02M	Hold	7,726	–	–	0.33%	91
2024 Q4	$1.02M	Buy	7,726 +111	+1%	+$15.3K	0.33%	91
2024 Q3	$1.03M	Sell	7,615 -190	-2%	-$24.2K	0.34%	91
2024 Q2	$951K	Buy	7,805 +201	+3%	+$24.8K	0.35%	91
2024 Q1	$958K	Buy	7,604 +429	+6%	+$50.5K	0.36%	87
2023 Q4	$818K	Buy	7,175 +385	+6%	+$40.4K	0.33%	93
2023 Q3	$688K	Buy	6,790 +280	+4%	+$30K	0.32%	96
2023 Q2	$699K	Buy	+6,510	New	+$655K	0.32%	92
2022 Q4	$658K	Buy	+6,695	New	+$638K	0.33%	94

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Glass Jacobson Investment Advisors's XLI Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 7,726 shares — an estimated $1.02M sold.

Glass Jacobson Investment Advisors first reported a position in XLI in Q4 2022 and held it in 9 quarters. The position peaked at $1.03M in Q3 2024. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 7,726 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $1.02M.
Glass Jacobson Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.03M in Q3 2024.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.