Glassman Wealth Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Glassman Wealth Services’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.96K	Hold	141	–	–	﹤0.01%	158
2025 Q4	$7.72K	Hold	141	–	–	﹤0.01%	168
2025 Q3	$7.6K	Hold	141	–	–	﹤0.01%	156
2025 Q2	$7.38K	Hold	141	–	–	﹤0.01%	152
2025 Q1	$7.02K	Buy	+141	New	+$7.07K	﹤0.01%	166
2024 Q3	–	Sell	-14,865	Closed	-$611K	–	197
2024 Q2	$611K	Sell	14,865 -126	-0.8%	-$5.18K	0.11%	28
2024 Q1	$631K	Sell	14,991 -269	-2%	-$10.6K	0.13%	27
2023 Q4	$574K	Hold	15,260	–	–	0.08%	75
2023 Q3	$506K	Buy	15,260 +30	+0.2%	+$1.03K	0.08%	77
2023 Q2	$513K	Sell	15,230 -240	-2%	-$7.83K	0.08%	75
2023 Q1	$497K	Buy	15,470 +214	+1%	+$7.44K	0.09%	73
2022 Q4	$522K	Buy	15,256 +26	+0.2%	+$879	0.1%	77
2022 Q3	$462K	Hold	15,230	–	–	0.1%	75
2022 Q2	$479K	Sell	15,230 -10	-0.1%	-$346	0.1%	78
2022 Q1	$584K	Buy	15,240 +10	+0.1%	+$391	0.11%	74
2021 Q4	$595K	Buy	15,230 +14,835	+3,756%	+$583K	0.11%	75
2021 Q3	$15K	Sell	395 -1,271	-76%	-$47.6K	﹤0.01%	662
2021 Q2	$61K	Sell	1,666 -44,521	-96%	-$1.63M	0.01%	308
2021 Q1	$1.57M	Buy	46,187 +700	+2%	+$22.5K	0.34%	28
2020 Q4	$1.34M	Buy	45,487 +1,149	+3%	+$30.7K	0.31%	31
2020 Q3	$1.07M	Buy	44,338 +256	+0.6%	+$6.23K	0.29%	32
2020 Q2	$1.02M	Buy	44,082 +286	+0.7%	+$6.49K	0.32%	30
2020 Q1	$912K	Buy	43,796 +329	+0.8%	+$9.06K	0.35%	29
2019 Q4	$1.34M	Buy	43,467 +217	+0.5%	+$6.37K	0.51%	24
2019 Q3	$1.21M	Buy	43,250 +220	+0.5%	+$6.07K	0.49%	26
2019 Q2	$1.19M	Buy	43,030 +218	+0.5%	+$5.9K	0.48%	26
2019 Q1	$1.1M	Buy	42,812 +219	+0.5%	+$5.65K	0.48%	28
2018 Q4	$1.01M	Buy	42,593 +621	+1%	+$16.1K	0.55%	26
2018 Q3	$1.16M	Hold	41,972	–	–	0.53%	25
2018 Q2	$1.12M	Buy	+41,972	New	+$1.16M	0.55%	22
2017 Q2	–	Sell	-7,497	Closed	-$178K	–	671
2017 Q1	$178K	Hold	7,497	–	–	0.12%	83
2016 Q4	$174K	Buy	7,497 +6,292	+522%	+$135K	0.12%	97
2016 Q3	$23K	Buy	+1,205	New	+$24.9K	0.02%	216