Glassman Wealth Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $169K | Buy |
3,157
+3,016
| +2,139% | +$157K | 0.02% | 83 |
|
|
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 |
|
Other funds holding XLF
Glassman Wealth Services's XLF Position: Q2 2026 in Review
Glassman Wealth Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2,139% in Q2 2026, buying an estimated $157K and bringing the position to 3,157 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #83.
Glassman Wealth Services first reported a position in XLF in Q3 2016 and has held it in 34 quarters since. The position peaked at $1.57M in Q1 2021. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Glassman Wealth Services held 3,157 shares of State Street Financial Select Sector SPDR ETF worth $169K as of Q2 2026.
- Glassman Wealth Services bought 3,016 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $157K.
- State Street Financial Select Sector SPDR ETF made up 0.02% of Glassman Wealth Services's portfolio in Q2 2026, its #83 holding.
- Glassman Wealth Services first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and has held it in 34 quarters since.
- Glassman Wealth Services's State Street Financial Select Sector SPDR ETF position peaked at $1.57M in Q1 2021.
- 1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.