Glassman Wealth Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Glassman Wealth Services’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	$580K	Buy	3,129 +22	+0.7%	+$3.82K	0.07%	46
2026 Q1	$502K	Sell	3,107 -295	-9%	-$49.5K	0.07%	46
2025 Q4	$528K	Hold	3,402	–	–	0.07%	45
2025 Q3	$525K	Hold	3,402	–	–	0.07%	39
2025 Q2	$502K	Hold	3,402	–	–	0.08%	40
2025 Q1	$446K	Hold	3,402	–	–	0.07%	39
2024 Q4	$448K	Hold	3,402	–	–	0.08%	36
2024 Q3	$461K	Sell	3,402 -588	-15%	-$74.7K	0.08%	34
2024 Q2	$486K	Sell	3,990 -55	-1%	-$6.78K	0.09%	36
2024 Q1	$510K	Buy	4,045 +25	+0.6%	+$2.94K	0.1%	31
2023 Q4	$458K	Sell	4,020 -6	-0.1%	-$630	0.06%	92
2023 Q3	$408K	Sell	4,026 -351	-8%	-$37.6K	0.07%	93
2023 Q2	$470K	Hold	4,377	–	–	0.08%	79
2023 Q1	$443K	Buy	4,377 +963	+28%	+$96.9K	0.08%	81
2022 Q4	$335K	Buy	3,414 +1,062	+45%	+$101K	0.06%	114
2022 Q3	$195K	Buy	2,352 +360	+18%	+$33.1K	0.04%	158
2022 Q2	$174K	Buy	1,992 +1,750	+723%	+$165K	0.04%	176
2022 Q1	$25K	Hold	242	–	–	﹤0.01%	582
2021 Q4	$26K	Hold	242	–	–	﹤0.01%	543
2021 Q3	$24K	Sell	242 -326	-57%	-$33.5K	0.01%	541
2021 Q2	$58K	Sell	568 -6	-1%	-$615	0.01%	318
2021 Q1	$57K	Sell	574 -20	-3%	-$1.83K	0.01%	303
2020 Q4	$53K	Buy	594 +352	+145%	+$29.7K	0.01%	332
2020 Q3	$19K	Hold	242	–	–	0.01%	462
2020 Q2	$17K	Hold	242	–	–	0.01%	410
2020 Q1	$14K	Hold	242	–	–	0.01%	395
2019 Q4	$20K	Hold	242	–	–	0.01%	380
2019 Q3	$19K	Hold	242	–	–	0.01%	362
2019 Q2	$19K	Hold	242	–	–	0.01%	373
2019 Q1	$18K	Hold	242	–	–	0.01%	372
2018 Q4	$16K	Hold	242	–	–	0.01%	329
2018 Q3	$19K	Hold	242	–	–	0.01%	335
2018 Q2	$17K	Hold	242	–	–	0.01%	323
2018 Q1	$18K	Hold	242	–	–	0.01%	301
2017 Q4	$18K	Hold	242	–	–	0.01%	270
2017 Q3	$17K	Hold	242	–	–	0.01%	251
2017 Q2	$16K	Hold	242	–	–	0.01%	262
2017 Q1	$16K	Hold	242	–	–	0.01%	292
2016 Q4	$15K	Hold	242	–	–	0.01%	309
2016 Q3	$14K	Hold	242	–	–	0.01%	267
2016 Q2	$14K	Hold	242	–	–	0.01%	277
2016 Q1	$13K	Hold	242	–	–	0.01%	281
2015 Q4	$13K	Hold	242	–	–	0.01%	282
2015 Q3	$12K	Hold	242	–	–	0.01%	285
2015 Q2	$13K	Hold	242	–	–	0.01%	288
2015 Q1	$13K	Hold	242	–	–	0.01%	296
2014 Q4	$14K	Buy	+242	New	+$13.3K	0.01%	312

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

Glassman Wealth Services's XLI Position: Q2 2026 in Review

Glassman Wealth Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.71% in Q2 2026, buying an estimated $3.82K and bringing the position to 3,129 shares worth $580K. The position accounts for 0.07% of the portfolio, ranked #46.

Glassman Wealth Services first reported a position in XLI in Q4 2014 and has held it in 47 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Glassman Wealth Services held 3,129 shares of State Street Industrial Select Sector SPDR ETF worth $580K as of Q2 2026.
Glassman Wealth Services bought 22 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.82K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Glassman Wealth Services's portfolio in Q2 2026, its #46 holding.
Glassman Wealth Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.