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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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