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

Antonelli Financial Advisors’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 Q4	–	Sell	-3,050	Closed	-$365K	–	47
2025 Q3	$365K	Hold	3,050	–	–	0.25%	33
2025 Q2	$331K	Hold	3,050	–	–	0.24%	37
2025 Q1	$301K	Hold	3,050	–	–	0.24%	38
2024 Q4	$342K	Buy	+3,050	New	+$326K	0.29%	39

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Antonelli Financial Advisors's XLY Position: Q4 2025 in Review

Antonelli Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 3,050 shares — an estimated $365K sold.

Antonelli Financial Advisors first reported a position in XLY in Q4 2024 and held it in 4 quarters. The position peaked at $365K in Q3 2025. 1,363 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

Antonelli Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Antonelli Financial Advisors sold 3,050 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $365K.
Antonelli Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Antonelli Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $365K in Q3 2025.
1,363 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Antonelli Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.