Glassman Wealth Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Glassman Wealth Services’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
2026 Q2	$183K	Buy	1,711 +1,561	+1,041%	+$178K	0.02%	80
2026 Q1	$16.6K	Hold	150	–	–	﹤0.01%	145
2025 Q4	$17.7K	Hold	150	–	–	﹤0.01%	152
2025 Q3	$17.8K	Hold	150	–	–	﹤0.01%	138
2025 Q2	$16.3K	Hold	150	–	–	﹤0.01%	135
2025 Q1	$14.5K	Hold	150	–	–	﹤0.01%	141
2024 Q4	$14.5K	Hold	150	–	–	﹤0.01%	135
2024 Q3	$13.6K	Sell	150 -58	-28%	-$5K	﹤0.01%	137
2024 Q2	$17.8K	Buy	208 +91	+78%	+$7.5K	﹤0.01%	135
2024 Q1	$9.57K	Buy	117 +48	+70%	+$3.74K	﹤0.01%	157
2023 Q4	$5.02K	Hold	69	–	–	﹤0.01%	1084
2023 Q3	$4.52K	Buy	69 +22	+47%	+$1.47K	﹤0.01%	1099
2023 Q2	$3.06K	Hold	47	–	–	﹤0.01%	1137
2023 Q1	$2.73K	Hold	47	–	–	﹤0.01%	1162
2022 Q4	$2.26K	Hold	47	–	–	﹤0.01%	1231
2022 Q3	$2K	Hold	47	–	–	﹤0.01%	1284
2022 Q2	$3K	Hold	47	–	–	﹤0.01%	1176
2022 Q1	$3K	Hold	47	–	–	﹤0.01%	1176
2021 Q4	$4K	Hold	47	–	–	﹤0.01%	1053
2021 Q3	$4K	Sell	47 -335	-88%	-$27.7K	﹤0.01%	1040
2021 Q2	$31K	Buy	382 +58	+18%	+$4.52K	0.01%	450
2021 Q1	$24K	Sell	324 -148	-31%	-$10.5K	0.01%	485
2020 Q4	$32K	Buy	+472	New	+$30K	0.01%	418

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Glassman Wealth Services's XLC Position: Q2 2026 in Review

Glassman Wealth Services increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1,041% in Q2 2026, buying an estimated $178K and bringing the position to 1,711 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #80.

Glassman Wealth Services first reported a position in XLC in Q4 2020 and has held it in 23 quarters since. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Glassman Wealth Services held 1,711 shares of State Street Communication Services Select Sector SPDR ETF worth $183K as of Q2 2026.
Glassman Wealth Services bought 1,561 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $178K.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Glassman Wealth Services's portfolio in Q2 2026, its #80 holding.
Glassman Wealth Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.