Glassman Wealth Services’s Industrial Select Sector SPDR Fund XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$502K	Hold	3,402	–	–	0.08%	40
2025 Q1	$446K	Hold	3,402	–	–	0.07%	39
2024 Q4	$448K	Hold	3,402	–	–	0.08%	36
2024 Q3	$461K	Sell	3,402 -588	-15%	-$79.6K	0.08%	34
2024 Q2	$486K	Sell	3,990 -55	-1%	-$6.7K	0.09%	36
2024 Q1	$510K	Buy	4,045 +25	+0.6%	+$3.15K	0.1%	31
2023 Q4	$458K	Sell	4,020 -6	-0.1%	-$684	0.06%	92
2023 Q3	$408K	Sell	4,026 -351	-8%	-$35.6K	0.07%	93
2023 Q2	$470K	Hold	4,377	–	–	0.08%	79
2023 Q1	$443K	Buy	4,377 +963	+28%	+$97.4K	0.08%	81
2022 Q4	$335K	Buy	3,414 +1,062	+45%	+$104K	0.06%	114
2022 Q3	$195K	Buy	2,352 +360	+18%	+$29.8K	0.04%	158
2022 Q2	$174K	Buy	1,992 +1,750	+723%	+$153K	0.04%	176
2022 Q1	$25K	Hold	242	–	–	﹤0.01%	582
2021 Q4	$26K	Hold	242	–	–	﹤0.01%	543
2021 Q3	$24K	Sell	242 -326	-57%	-$32.3K	0.01%	541
2021 Q2	$58K	Sell	568 -6	-1%	-$613	0.01%	318
2021 Q1	$57K	Sell	574 -20	-3%	-$1.99K	0.01%	303
2020 Q4	$53K	Buy	594 +352	+145%	+$31.4K	0.01%	332
2020 Q3	$19K	Hold	242	–	–	0.01%	462
2020 Q2	$17K	Hold	242	–	–	0.01%	410
2020 Q1	$14K	Hold	242	–	–	0.01%	395
2019 Q4	$20K	Hold	242	–	–	0.01%	380
2019 Q3	$19K	Hold	242	–	–	0.01%	362
2019 Q2	$19K	Hold	242	–	–	0.01%	373
2019 Q1	$18K	Hold	242	–	–	0.01%	372
2018 Q4	$16K	Hold	242	–	–	0.01%	329
2018 Q3	$19K	Hold	242	–	–	0.01%	335
2018 Q2	$17K	Hold	242	–	–	0.01%	323
2018 Q1	$18K	Hold	242	–	–	0.01%	301
2017 Q4	$18K	Hold	242	–	–	0.01%	270
2017 Q3	$17K	Hold	242	–	–	0.01%	251
2017 Q2	$16K	Hold	242	–	–	0.01%	262
2017 Q1	$16K	Hold	242	–	–	0.01%	292
2016 Q4	$15K	Hold	242	–	–	0.01%	309
2016 Q3	$14K	Hold	242	–	–	0.01%	267
2016 Q2	$14K	Hold	242	–	–	0.01%	277
2016 Q1	$13K	Hold	242	–	–	0.01%	281
2015 Q4	$13K	Hold	242	–	–	0.01%	282
2015 Q3	$12K	Hold	242	–	–	0.01%	284
2015 Q2	$13K	Hold	242	–	–	0.01%	286
2015 Q1	$13K	Hold	242	–	–	0.01%	290
2014 Q4	$14K	Buy	+242	New	+$14K	0.01%	310