Glass Jacobson Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,908	Closed	-$1.15M	–	867
2025 Q1	$1.15M	Hold	11,908	–	–	0.38%	81
2024 Q4	$1.15M	Sell	11,908 -457	-4%	-$43.6K	0.38%	81
2024 Q3	$1.12M	Sell	12,365 -575	-4%	-$49.6K	0.37%	85
2024 Q2	$1.11M	Buy	12,940 +315	+2%	+$26K	0.4%	78
2024 Q1	$1.03M	Sell	12,625 -410	-3%	-$31.9K	0.39%	78
2023 Q4	$947K	Buy	13,035 +375	+3%	+$25.8K	0.39%	83
2023 Q3	$830K	Buy	12,660 +195	+2%	+$13K	0.38%	81
2023 Q2	$811K	Buy	+12,465	New	+$759K	0.37%	80
2022 Q4	$603K	Buy	+12,565	New	+$615K	0.3%	101

Other funds holding XLC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Glass Jacobson Investment Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 11,908 shares — an estimated $1.15M sold.

Glass Jacobson Investment Advisors first reported a position in XLC in Q4 2022 and held it in 9 quarters. The position peaked at $1.15M in Q1 2025. 1,111 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 11,908 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $1.15M.
Glass Jacobson Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $1.15M in Q1 2025.
1,111 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

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