Glass Jacobson Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,322	Closed	-$1.13M	–	870
2025 Q1	$1.13M	Hold	14,322	–	–	0.37%	84
2024 Q4	$1.13M	Sell	14,322 -603	-4%	-$49K	0.37%	84
2024 Q3	$1.24M	Sell	14,925 -545	-4%	-$43.8K	0.41%	78
2024 Q2	$1.18M	Hold	15,470	–	–	0.43%	71
2024 Q1	$1.18M	Sell	15,470 -600	-4%	-$44.4K	0.44%	72
2023 Q4	$1.16M	Buy	16,070 +340	+2%	+$23.6K	0.47%	69
2023 Q3	$1.08M	Buy	15,730 +155	+1%	+$11.3K	0.5%	64
2023 Q2	$1.16M	Buy	+15,575	New	+$1.17M	0.53%	56
2022 Q4	$1.2M	Buy	+16,125	New	+$1.17M	0.6%	48

Other funds holding XLP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Glass Jacobson Investment Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 14,322 shares — an estimated $1.13M sold.

Glass Jacobson Investment Advisors first reported a position in XLP in Q4 2022 and held it in 9 quarters. The position peaked at $1.24M in Q3 2024. 1,198 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 14,322 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $1.13M.
Glass Jacobson Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.24M in Q3 2024.
1,198 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

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