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

Global Trust Asset 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 		$344K Buy
1,857
+87
+5% +$15.1K 0.11% 109
2026
Q1 		$286K Buy
1,770
+250
+16% +$42K 0.11% 113
2025
Q4 		$236K Sell
1,520
-3,705
-71% -$570K 0.09% 125
2025
Q3 		$806K Sell
5,225
-330
-6% -$50K 0.36% 63
2025
Q2 		$819K Buy
5,555
+4,005
+258% +$546K 0.44% 54
2025
Q1 		$203K Sell
1,550
-100
-6% -$13.5K 0.12% 143
2024
Q4 		$217K Buy
1,650
+50
+3% +$6.89K 0.08% 164
2024
Q3 		$217K Buy
1,600
+565
+55% +$71.8K 0.08% 170
2024
Q2 		$126K Buy
1,035
+230
+29% +$28.3K 0.05% 194
2024
Q1 		$101K Buy
805
+125
+18% +$14.7K 0.04% 219
2023
Q4 		$77.5K Buy
680
+145
+27% +$15.2K 0.03% 219
2023
Q3 		$54.2K Sell
535
-300
-36% -$32.1K 0.03% 233
2023
Q2 		$89.6K Sell
835
-600
-42% -$60.4K 0.04% 202
2023
Q1 		$145K Buy
1,435
+210
+17% +$21.1K 0.07% 161
2022
Q4 		$120K Buy
1,225
+921
+303% +$87.7K 0.06% 163
2022
Q3 		$25K Hold
304
– – 0.01% 262
2022
Q2 		$27K Hold
304
– – 0.01% 263
2022
Q1 		$31K Buy
304
+1
+0.3% +$102 0.01% 308
2021
Q4 		$32K Hold
303
– – 0.01% 285
2021
Q3 		$30K Sell
303
-4,414
-94% -$453K 0.01% 266
2021
Q2 		$483K Sell
4,717
-593
-11% -$60.8K 0.23% 100
2021
Q1 		$523K Buy
5,310
+1,553
+41% +$142K 0.29% 89
2020
Q4 		$333K Buy
+3,757
New +$317K 0.18% 127
2020
Q1 		– Sell
-6,441
Closed -$525K – 440
2019
Q4 		$525K Buy
+6,441
New +$514K 0.32% 98

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Global Trust Asset Management's XLI Position: Q2 2026 in Review

Global Trust Asset Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.9% in Q2 2026, buying an estimated $15.1K and bringing the position to 1,857 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #109.

Global Trust Asset Management first reported a position in XLI in Q4 2019 and has held it in 24 quarters since. The position peaked at $819K in Q2 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Global Trust Asset Management held 1,857 shares of State Street Industrial Select Sector SPDR ETF worth $344K as of Q2 2026.
  • Global Trust Asset Management bought 87 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $15.1K.
  • State Street Industrial Select Sector SPDR ETF made up 0.11% of Global Trust Asset Management's portfolio in Q2 2026, its #109 holding.
  • Global Trust Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 24 quarters since.
  • Global Trust Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $819K in Q2 2025.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.