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

Bought

Maintained

Sold

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