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 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 $1.37T 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

Global Endowment Management's XLI Position: Q1 2026 in Review

Global Endowment Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 6,500 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #51.

Global Endowment Management first reported a position in XLI in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.44M in Q4 2014. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Global Endowment Management held 6,500 shares of State Street Industrial Select Sector SPDR ETF worth $1.05M as of Q1 2026.
Global Endowment Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.12% of Global Endowment Management's portfolio in Q1 2026, its #51 holding.
Global Endowment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 28 quarters since.
Global Endowment Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.44M in Q4 2014.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Global Endowment Management's 13F filing for Q1 2026, filed 14 May 2026.