Glassman Wealth Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$141K	Buy	1,206 +1,144	+1,845%	+$134K	0.02%	90
2026 Q1	$6.76K	Hold	62	–	–	﹤0.01%	159
2025 Q4	$7.4K	Hold	62	–	–	﹤0.01%	169
2025 Q3	$7.43K	Hold	62	–	–	﹤0.01%	157
2025 Q2	$6.74K	Hold	62	–	–	﹤0.01%	156
2025 Q1	$6.12K	Hold	62	–	–	﹤0.01%	171
2024 Q4	$6.96K	Hold	62	–	–	﹤0.01%	142
2024 Q3	$6.21K	Hold	62	–	–	﹤0.01%	156
2024 Q2	$5.65K	Sell	62 -56	-47%	-$4.97K	﹤0.01%	166
2024 Q1	$10.9K	Buy	118 +38	+48%	+$3.38K	﹤0.01%	153
2023 Q4	$7.16K	Hold	80	–	–	﹤0.01%	973
2023 Q3	$6.44K	Buy	80 +18	+29%	+$1.52K	﹤0.01%	985
2023 Q2	$5.26K	Sell	62 -118	-66%	-$9.04K	﹤0.01%	986
2023 Q1	$13.5K	Buy	180 +118	+190%	+$8.46K	﹤0.01%	732
2022 Q4	$4K	Hold	62	–	–	﹤0.01%	1090
2022 Q3	$4K	Hold	62	–	–	﹤0.01%	1089
2022 Q2	$4K	Hold	62	–	–	﹤0.01%	1102
2022 Q1	$6K	Hold	62	–	–	﹤0.01%	980
2021 Q4	$6K	Hold	62	–	–	﹤0.01%	956
2021 Q3	$6K	Sell	62 -418	-87%	-$38K	﹤0.01%	937
2021 Q2	$43K	Buy	480 +54	+13%	+$4.7K	0.01%	390
2021 Q1	$36K	Sell	426 -74	-15%	-$6.16K	0.01%	389
2020 Q4	$40K	Buy	+500	New	+$38.5K	0.01%	373
2016 Q4	–	Sell	-1,248	Closed	-$50K	–	728
2016 Q3	$50K	Buy	+1,248	New	+$50.3K	0.04%	143

Other funds holding XLY

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

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

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

Glassman Wealth Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1,845% in Q2 2026, buying an estimated $134K and bringing the position to 1,206 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #90.

Glassman Wealth Services first reported a position in XLY in Q3 2016 and has held it in 24 quarters since. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Glassman Wealth Services held 1,206 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $141K as of Q2 2026.
Glassman Wealth Services bought 1,144 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $134K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Glassman Wealth Services's portfolio in Q2 2026, its #90 holding.
Glassman Wealth Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2016 and has held it in 24 quarters since.
1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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