Glassman Wealth Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $90.8K | Buy |
1,710
+370
| +28% | +$21.2K | 0.01% | 118 |
|
|
2026
Q1 | $82.1K | Hold |
1,340
| – | – | 0.01% | 105 |
|
|
2025
Q4 | $59.9K | Sell |
1,340
-666
| -33% | -$29.7K | 0.01% | 117 |
|
|
2025
Q3 | $89.6K | Sell |
2,006
-112
| -5% | -$4.9K | 0.01% | 97 |
|
|
2025
Q2 | $89.8K | Buy |
2,118
+112
| +6% | +$4.67K | 0.01% | 98 |
|
|
2025
Q1 | $93.7K | Sell |
2,006
-2
| -0.1% | -$90 | 0.02% | 91 |
|
|
2024
Q4 | $86K | Sell |
2,008
-646
| -24% | -$29.4K | 0.01% | 91 |
|
|
2024
Q3 | $116K | Buy |
2,654
+140
| +6% | +$6.26K | 0.02% | 83 |
|
|
2024
Q2 | $115K | Sell |
2,514
-112
| -4% | -$5.22K | 0.02% | 86 |
|
|
2024
Q1 | $124K | Buy |
2,626
+52
| +2% | +$2.23K | 0.03% | 81 |
|
|
2023
Q4 | $108K | Sell |
2,574
-190
| -7% | -$8.12K | 0.02% | 283 |
|
|
2023
Q3 | $125K | Buy |
2,764
+60
| +2% | +$2.63K | 0.02% | 242 |
|
|
2023
Q2 | $110K | Sell |
2,704
-782
| -22% | -$31.9K | 0.02% | 250 |
|
|
2023
Q1 | $144K | Sell |
3,486
-8,012
| -70% | -$343K | 0.03% | 206 |
|
|
2022
Q4 | $503K | Buy |
11,498
+1,224
| +12% | +$53.3K | 0.09% | 82 |
|
|
2022
Q3 | $370K | Buy |
10,274
+92
| +0.9% | +$3.48K | 0.08% | 88 |
|
|
2022
Q2 | $364K | Sell |
10,182
-2
| -0% | -$80 | 0.07% | 96 |
|
|
2022
Q1 | $389K | Buy |
10,184
+2
| +0% | +$69 | 0.07% | 97 |
|
|
2021
Q4 | $283K | Hold |
10,182
| – | – | 0.05% | 120 |
|
|
2021
Q3 | $265K | Buy |
10,182
+688
| +7% | +$17K | 0.06% | 119 |
|
|
2021
Q2 | $256K | Buy |
9,494
+14
| +0.1% | +$364 | 0.05% | 119 |
|
|
2021
Q1 | $233K | Buy |
9,480
+284
| +3% | +$6.55K | 0.05% | 123 |
|
|
2020
Q4 | $174K | Sell |
9,196
-4,794
| -34% | -$82.6K | 0.04% | 154 |
|
|
2020
Q3 | $210K | Sell |
13,990
-4,810
| -26% | -$85.4K | 0.06% | 118 |
|
|
2020
Q2 | $356K | Buy |
18,800
+6,960
| +59% | +$129K | 0.11% | 86 |
|
|
2020
Q1 | $172K | Buy |
+11,840
| New | +$281K | 0.07% | 110 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$4K | – | 1000 |
|
|
2018
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 512 |
|
|
2018
Q2 | $4K | Buy |
+100
| New | +$3.72K | ﹤0.01% | 475 |
|
|
2016
Q4 | – | Sell |
-836
| Closed | -$30K | – | 725 |
|
|
2016
Q3 | $30K | Buy |
+836
| New | +$28.6K | 0.03% | 187 |
|
|
2016
Q1 | – | Sell |
-4,700
| Closed | -$142K | – | 445 |
|
|
2015
Q4 | $142K | Sell |
4,700
-18,412
| -80% | -$606K | 0.13% | 95 |
|
|
2015
Q3 | $707K | Buy |
23,112
+20,912
| +951% | +$705K | 0.64% | 18 |
|
|
2015
Q2 | $83K | Buy |
+2,200
| New | +$87.3K | 0.07% | 116 |
|
Other funds holding XLE
Glassman Wealth Services's XLE Position: Q2 2026 in Review
Glassman Wealth Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 28% in Q2 2026, buying an estimated $21.2K and bringing the position to 1,710 shares worth $90.8K. The position accounts for 0.01% of the portfolio, ranked #118.
Glassman Wealth Services first reported a position in XLE in Q2 2015 and has held it in 32 quarters since. The position peaked at $707K in Q3 2015. 2,034 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Glassman Wealth Services held 1,710 shares of State Street Energy Select Sector SPDR ETF worth $90.8K as of Q2 2026.
- Glassman Wealth Services bought 370 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $21.2K.
- State Street Energy Select Sector SPDR ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #118 holding.
- Glassman Wealth Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2015 and has held it in 32 quarters since.
- Glassman Wealth Services's State Street Energy Select Sector SPDR ETF position peaked at $707K in Q3 2015.
- 2,034 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.