Alpha Cubed Investments’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
$345K Buy
+2,891
New +$343K 0.01% 217
2025
Q1
Sell
-1,944
Closed -$218K 316
2024
Q4
$218K Buy
+1,944
New +$208K 0.01% 239
2024
Q2
Sell
-5,426
Closed -$499K 318
2024
Q1
$499K Sell
5,426
-2,100
-28% -$187K 0.03% 152
2023
Q4
$673K Buy
+7,526
New +$623K 0.04% 139
2022
Q4
Sell
-2,804
Closed -$200K 297
2022
Q3
$200K Buy
+2,804
New +$219K 0.02% 232

Other funds holding XLY

Alpha Cubed Investments's XLY Position: Q4 2025 in Review

Alpha Cubed Investments opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025: 2,891 shares worth $345K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings. This is a return to the name: Alpha Cubed Investments previously reported a position in XLY as recently as Q4 2024.

Alpha Cubed Investments first reported a position in XLY in Q3 2022 and has held it in 5 quarters since. The position peaked at $673K in Q4 2023. 1,361 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

  • Alpha Cubed Investments held 2,891 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $345K as of Q4 2025.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new Alpha Cubed Investments position in Q4 2025.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #217 holding.
  • Alpha Cubed Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2022 and has held it in 5 quarters since.
  • Alpha Cubed Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $673K in Q4 2023.
  • 1,361 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.