AllSquare Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

AllSquare Wealth Management’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 Q3	$270K	Hold	2,254	–	–	0.14%	92
2025 Q2	$245K	Hold	2,254	–	–	0.14%	95
2025 Q1	$223K	Hold	2,254	–	–	0.13%	97
2024 Q4	$253K	Hold	2,254	–	–	0.15%	88
2024 Q3	$226K	Hold	2,254	–	–	0.13%	99
2024 Q2	$206K	Hold	2,254	–	–	0.12%	99
2024 Q1	$207K	Hold	2,254	–	–	0.12%	101
2023 Q4	$202K	Hold	2,254	–	–	0.12%	102
2023 Q3	$181K	Hold	2,254	–	–	0.12%	102
2023 Q2	$172K	Hold	2,254	–	–	0.11%	102
2023 Q1	$169K	Buy	2,254 +1,104	+96%	+$79.1K	0.11%	105
2022 Q4	$74.3K	Hold	1,150	–	–	0.05%	160
2022 Q3	$82K	Hold	1,150	–	–	0.06%	144
2022 Q2	$79K	Hold	1,150	–	–	0.05%	155
2022 Q1	$106K	Hold	1,150	–	–	0.06%	142
2021 Q4	$118K	Hold	1,150	–	–	0.07%	134
2021 Q3	$103K	Hold	1,150	–	–	0.06%	141
2021 Q2	$103K	Hold	1,150	–	–	0.06%	154
2021 Q1	$97K	Hold	1,150	–	–	0.06%	153
2020 Q4	$92K	Hold	1,150	–	–	0.06%	146
2020 Q3	$85K	Hold	1,150	–	–	0.06%	141
2020 Q2	$73K	Hold	1,150	–	–	0.06%	144
2020 Q1	$56K	Hold	1,150	–	–	0.05%	149
2019 Q4	$72K	Hold	1,150	–	–	0.05%	150
2019 Q3	$69K	Hold	1,150	–	–	0.05%	154
2019 Q2	$69K	Hold	1,150	–	–	0.05%	156
2019 Q1	$65K	Hold	1,150	–	–	0.05%	159
2018 Q4	$57K	Hold	1,150	–	–	0.05%	155
2018 Q3	$67K	Hold	1,150	–	–	0.05%	149
2018 Q2	$63K	Hold	1,150	–	–	0.05%	155
2018 Q1	$58K	Hold	1,150	–	–	0.05%	138
2017 Q4	$57K	Hold	1,150	–	–	0.05%	136
2017 Q3	$52K	Buy	+1,150	New	+$51.7K	0.04%	138

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

Goldman Sachs New York $871B AUM 31.28% 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

AllSquare Wealth Management's XLY Position: Q3 2025 in Review

AllSquare Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q3 2025 at 2,254 shares worth $270K. The position accounts for 0.14% of the portfolio, ranked #92.

AllSquare Wealth Management first reported a position in XLY in Q3 2017 and has held it in 33 quarters since. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

AllSquare Wealth Management held 2,254 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $270K as of Q3 2025.
AllSquare Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.14% of AllSquare Wealth Management's portfolio in Q3 2025, its #92 holding.
AllSquare Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2017 and has held it in 33 quarters since.
1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.