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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,696	Closed	-$1.2M	–	872
2025 Q1	$1.2M	Hold	10,696	–	–	0.39%	80
2024 Q4	$1.2M	Sell	10,696 -1,278	-11%	-$137K	0.39%	80
2024 Q3	$1.2M	Sell	11,974 -280	-2%	-$26.2K	0.4%	80
2024 Q2	$1.12M	Sell	12,254 -400	-3%	-$35.5K	0.41%	77
2024 Q1	$1.16M	Sell	12,654 -620	-5%	-$55.2K	0.44%	73
2023 Q4	$1.19M	Buy	13,274 +540	+4%	+$44.7K	0.48%	68
2023 Q3	$1.02M	Sell	12,734 -20	-0.2%	-$1.69K	0.47%	69
2023 Q2	$1.08M	Buy	+12,754	New	+$977K	0.5%	59
2022 Q4	$855K	Buy	+13,234	New	+$923K	0.42%	68

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Glass Jacobson Investment Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2025, closing a stake of 10,696 shares — an estimated $1.2M sold.

Glass Jacobson Investment Advisors first reported a position in XLY in Q4 2022 and held it in 9 quarters. The position peaked at $1.2M in Q1 2025. 1,242 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 10,696 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $1.2M.
Glass Jacobson Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.2M in Q1 2025.
1,242 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.

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