Glassman Wealth Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
