Glass Jacobson Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$119K	Buy	2,213 +280	+14%	+$14.6K	0.04%	240
2026 Q1	$95.4K	Sell	1,933 -335	-15%	-$17.5K	0.03%	251
2025 Q4	$124K	Sell	2,268 -2,549	-53%	-$136K	0.04%	221
2025 Q3	$259K	Buy	4,817 +10	+0.2%	+$530	0.09%	168
2025 Q2	$252K	Sell	4,807 -29,094	-86%	-$1.44M	0.1%	166
2025 Q1	$1.64M	Hold	33,901	–	–	0.54%	59
2024 Q4	$1.64M	Sell	33,901 -1,030	-3%	-$49.8K	0.54%	59
2024 Q3	$1.58M	Sell	34,931 -968	-3%	-$42.2K	0.52%	62
2024 Q2	$1.48M	Buy	35,899 +887	+3%	+$36.5K	0.54%	60
2024 Q1	$1.47M	Sell	35,012 -976	-3%	-$38.5K	0.55%	57
2023 Q4	$1.35M	Buy	35,988 +1,083	+3%	+$37.5K	0.55%	56
2023 Q3	$1.16M	Buy	34,905 +81	+0.2%	+$2.79K	0.53%	55
2023 Q2	$1.17M	Buy	+34,824	New	+$1.14M	0.54%	54
2022 Q4	$1.21M	Buy	+35,482	New	+$1.2M	0.6%	47

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Glass Jacobson Investment Advisors's XLF Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 14% in Q2 2026, buying an estimated $14.6K and bringing the position to 2,213 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #240.

Glass Jacobson Investment Advisors first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.64M in Q1 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Glass Jacobson Investment Advisors held 2,213 shares of State Street Financial Select Sector SPDR ETF worth $119K as of Q2 2026.
Glass Jacobson Investment Advisors bought 280 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $14.6K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #240 holding.
Glass Jacobson Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.64M in Q1 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.