Accurate Wealth Management’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
2025
Q4
Sell
-49,966
Closed -$5.85M 533
2025
Q3
$5.85M Buy
+49,966
New +$5.72M 0.78% 19
2025
Q1
Sell
-72,290
Closed -$7.98M 425
2024
Q4
$7.98M Buy
72,290
+68,802
+1,973% +$7.36M 1.53% 10
2024
Q3
$345K Buy
3,488
+804
+30% +$75.2K 0.07% 267
2024
Q2
$257K Buy
+2,684
New +$238K 0.06% 261
2023
Q3
Sell
-92,766
Closed -$8.11M 304
2023
Q2
$8.11M Sell
92,766
-10,668
-10% -$817K 2.53% 6
2023
Q1
$7.53M Buy
103,434
+102,164
+8,044% +$7.32M 2.6% 6
2022
Q4
$85.4K Buy
+1,270
New +$88.6K 0.03% 334
2022
Q1
Sell
-2,244
Closed -$218K 197
2021
Q4
$218K Sell
2,244
-44
-2% -$4.38K 0.18% 130
2021
Q3
$209K Buy
2,288
+14
+0.6% +$1.27K 0.18% 133
2021
Q2
$203K Buy
+2,274
New +$198K 0.18% 128

Other funds holding XLY

Accurate Wealth Management's XLY Position: Q4 2025 in Review

Accurate Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 49,966 shares — an estimated $5.85M sold.

Accurate Wealth Management first reported a position in XLY in Q2 2021 and held it in 10 quarters. The position peaked at $8.11M in Q2 2023. 1,357 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

  • Accurate Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 49,966 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $5.85M.
  • Accurate Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and held it in 10 quarters.
  • Accurate Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.11M in Q2 2023.
  • 1,357 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Accurate Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.