Global Endowment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Global Endowment Management’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	–	Sell	-6,500	Closed	-$1.05M	–	129
2026 Q1	$1.05M	Hold	6,500	–	–	0.12%	51
2025 Q4	$1.01M	Buy	+6,500	New	+$1M	0.13%	53
2021 Q1	–	Sell	-4,190	Closed	-$371K	–	134
2020 Q4	$371K	Sell	4,190 -4,510	-52%	-$380K	0.02%	97
2020 Q3	$670K	Buy	8,700 +1,510	+21%	+$113K	0.05%	81
2020 Q2	$494K	Sell	7,190 -4,180	-37%	-$271K	0.04%	73
2020 Q1	$671K	Buy	11,370 +1,030	+10%	+$77.6K	0.06%	62
2019 Q4	$842K	Buy	10,340 +760	+8%	+$60.7K	0.06%	63
2019 Q3	$744K	Hold	9,580	–	–	0.07%	55
2019 Q2	$742K	Sell	9,580 -1,800	-16%	-$137K	0.07%	83
2019 Q1	$854K	Buy	11,380 +4,530	+66%	+$328K	0.12%	132
2018 Q4	$441K	Buy	+6,850	New	+$485K	0.09%	103
2017 Q4	–	Sell	-4,000	Closed	-$284K	–	233
2017 Q3	$284K	Hold	4,000	–	–	0.04%	224
2017 Q2	$272K	Buy	+4,000	New	+$267K	0.04%	227
2017 Q1	–	Sell	-4,000	Closed	-$249K	–	273
2016 Q4	$249K	Hold	4,000	–	–	0.04%	237
2016 Q3	$234K	Hold	4,000	–	–	0.04%	190
2016 Q2	$224K	Hold	4,000	–	–	0.05%	192
2016 Q1	$222K	Hold	4,000	–	–	0.05%	195
2015 Q4	$212K	Hold	4,000	–	–	0.04%	193
2015 Q3	$200K	Sell	4,000 -1,430	-26%	-$75.3K	0.03%	205
2015 Q2	$294K	Hold	5,430	–	–	0.04%	211
2015 Q1	$303K	Sell	5,430 -20,070	-79%	-$1.13M	0.05%	204
2014 Q4	$1.44M	Hold	25,500	–	–	0.24%	124
2014 Q3	$1.35M	Hold	25,500	–	–	0.21%	123
2014 Q2	$1.38M	Hold	25,500	–	–	0.21%	132
2014 Q1	$1.33M	Buy	25,500 +5,430	+27%	+$279K	0.21%	145
2013 Q4	$1.05M	Hold	20,070	–	–	0.21%	142
2013 Q3	$931K	Buy	20,070 +2,770	+16%	+$125K	0.23%	111
2013 Q2	$736K	Buy	+17,300	New	+$734K	0.2%	113

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

Global Endowment Management's XLI Position: Q2 2026 in Review

Global Endowment Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 6,500 shares — an estimated $1.05M sold.

Global Endowment Management first reported a position in XLI in Q2 2013 and held it in 28 quarters. The position peaked at $1.44M in Q4 2014. 1,657 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Global Endowment Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Global Endowment Management sold 6,500 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.05M.
Global Endowment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and held it in 28 quarters.
Global Endowment Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.44M in Q4 2014.
1,657 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Global Endowment Management's 13F filing for Q2 2026, filed 14 Aug 2026.