360 Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

360 Financial’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
2025 Q1	–	Sell	-3,684	Closed	-$378K	–	90
2024 Q4	$378K	Sell	3,684 -148	-4%	-$15.8K	0.14%	58
2024 Q3	$353K	Buy	3,832 +20	+0.5%	+$1.87K	0.13%	60
2024 Q2	$348K	Buy	3,812 +690	+22%	+$61.3K	0.13%	66
2024 Q1	$257K	Buy	+3,122	New	+$278K	0.1%	73
2023 Q3	–	Sell	-2,722	Closed	-$231K	–	91
2023 Q2	$231K	Sell	2,722 -102	-4%	-$7.81K	0.12%	76
2023 Q1	$211K	Sell	2,824 -126	-4%	-$9.03K	0.11%	77
2022 Q4	$210K	Hold	2,950	–	–	0.14%	75
2022 Q3	$210K	Buy	+2,950	New	+$231K	0.14%	73
2022 Q2	–	Sell	-2,214	Closed	-$210K	–	99
2022 Q1	$210K	Sell	2,214 -180	-8%	-$16.5K	0.1%	85
2021 Q4	$245K	Buy	+2,394	New	+$238K	0.11%	80
2021 Q3	–	Sell	-2,374	Closed	-$212K	–	98
2021 Q2	$212K	Buy	+2,374	New	+$207K	0.11%	80

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

360 Financial's XLY Position: Q1 2025 in Review

360 Financial sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 3,684 shares — an estimated $378K sold.

360 Financial first reported a position in XLY in Q2 2021 and held it in 11 quarters. The position peaked at $378K in Q4 2024. 1,219 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

360 Financial reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
360 Financial sold 3,684 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $378K.
360 Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and held it in 11 quarters.
360 Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $378K in Q4 2024.
1,219 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on 360 Financial's 13F filing for Q1 2025, filed 8 May 2025.