Glassman Wealth Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$519K	Buy	2,722 +1,620	+147%	+$277K	0.06%	52
2026 Q1	$146K	Buy	1,102 +18	+2%	+$2.54K	0.02%	79
2025 Q4	$156K	Hold	1,084	–	–	0.02%	83
2025 Q3	$153K	Hold	1,084	–	–	0.02%	80
2025 Q2	$137K	Hold	1,084	–	–	0.02%	81
2025 Q1	$112K	Hold	1,084	–	–	0.02%	88
2024 Q4	$126K	Hold	1,084	–	–	0.02%	77
2024 Q3	$122K	Hold	1,084	–	–	0.02%	81
2024 Q2	$123K	Sell	1,084 -60	-5%	-$6.32K	0.02%	84
2024 Q1	$119K	Hold	1,144	–	–	0.02%	82
2023 Q4	$110K	Hold	1,144	–	–	0.02%	282
2023 Q3	$93.8K	Buy	1,144 +60	+6%	+$5.14K	0.02%	286
2023 Q2	$94.2K	Sell	1,084 -164	-13%	-$12.9K	0.02%	271
2023 Q1	$94.2K	Buy	1,248 +164	+15%	+$11.3K	0.02%	273
2022 Q4	$67.4K	Hold	1,084	–	–	0.01%	349
2022 Q3	$64K	Hold	1,084	–	–	0.01%	337
2022 Q2	$69K	Sell	1,084 -82	-7%	-$5.71K	0.01%	329
2022 Q1	$93K	Buy	1,166 +82	+8%	+$6.44K	0.02%	274
2021 Q4	$94K	Hold	1,084	–	–	0.02%	253
2021 Q3	$81K	Sell	1,084 -1,108	-51%	-$85.5K	0.02%	270
2021 Q2	$162K	Buy	2,192 +112	+5%	+$7.84K	0.03%	167
2021 Q1	$138K	Sell	2,080 -1,398	-40%	-$92.3K	0.03%	181
2020 Q4	$226K	Buy	3,478 +1,198	+53%	+$73K	0.05%	129
2020 Q3	$133K	Buy	2,280 +1,310	+135%	+$74K	0.04%	161
2020 Q2	$51K	Hold	970	–	–	0.02%	249
2020 Q1	$39K	Hold	970	–	–	0.02%	264
2019 Q4	$44K	Hold	970	–	–	0.02%	275
2019 Q3	$39K	Hold	970	–	–	0.02%	270
2019 Q2	$38K	Hold	970	–	–	0.02%	287
2019 Q1	$36K	Hold	970	–	–	0.02%	277
2018 Q4	$30K	Hold	970	–	–	0.02%	247
2018 Q3	$37K	Sell	970 -18	-2%	-$660	0.02%	244
2018 Q2	$34K	Sell	988 -1,940	-66%	-$66.6K	0.02%	231
2018 Q1	$96K	Buy	2,928 +1,940	+196%	+$65.2K	0.06%	128
2017 Q4	$32K	Hold	988	–	–	0.02%	200
2017 Q3	$29K	Hold	988	–	–	0.02%	195
2017 Q2	$27K	Hold	988	–	–	0.02%	204
2017 Q1	$26K	Buy	988 +18	+2%	+$464	0.02%	222
2016 Q4	$23K	Hold	970	–	–	0.02%	254
2016 Q3	$23K	Hold	970	–	–	0.02%	217
2016 Q2	$21K	Hold	970	–	–	0.02%	217
2016 Q1	$22K	Hold	970	–	–	0.02%	207
2015 Q4	$21K	Hold	970	–	–	0.02%	222
2015 Q3	$19K	Hold	970	–	–	0.02%	228
2015 Q2	$20K	Hold	970	–	–	0.02%	228
2015 Q1	$20K	Hold	970	–	–	0.02%	229
2014 Q4	$20K	Buy	+970	New	+$19.7K	0.01%	244

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Glassman Wealth Services's XLK Position: Q2 2026 in Review

Glassman Wealth Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 147% in Q2 2026, buying an estimated $277K and bringing the position to 2,722 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #52.

Glassman Wealth Services first reported a position in XLK in Q4 2014 and has held it in 47 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Glassman Wealth Services held 2,722 shares of State Street Technology Select Sector SPDR ETF worth $519K as of Q2 2026.
Glassman Wealth Services bought 1,620 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $277K.
State Street Technology Select Sector SPDR ETF made up 0.06% of Glassman Wealth Services's portfolio in Q2 2026, its #52 holding.
Glassman Wealth Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.