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

Apexium 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 Q3	$750K	Sell	6,258 -216	-3%	-$24.7K	0.04%	155
2025 Q2	$703K	Buy	6,474 +62	+1%	+$6.34K	0.04%	156
2025 Q1	$633K	Buy	6,412 +604	+10%	+$65.5K	0.04%	152
2024 Q4	$651K	Sell	5,808 -90	-2%	-$9.63K	0.04%	142
2024 Q3	$591K	Buy	5,898 +10	+0.2%	+$935	0.04%	129
2024 Q2	$537K	Sell	5,888 -14	-0.2%	-$1.24K	0.04%	133
2024 Q1	$543K	Buy	5,902 +3,348	+131%	+$298K	0.04%	131
2023 Q4	$228K	Sell	2,554 -32	-1%	-$2.65K	0.02%	245
2023 Q3	$208K	Hold	2,586	–	–	0.02%	199
2023 Q2	$220K	Buy	+2,586	New	+$198K	0.02%	201
2023 Q1	–	Sell	-7,304	Closed	-$472K	–	215
2022 Q4	$472K	Buy	7,304 +3,172	+77%	+$221K	0.05%	136
2022 Q3	$294K	Buy	+4,132	New	+$323K	0.04%	152
2020 Q1	–	Sell	-3,582	Closed	-$225K	–	89
2019 Q4	$225K	Buy	+3,582	New	+$218K	0.29%	63

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

Apexium Financial's XLY Position: Q3 2025 in Review

Apexium Financial reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.3% in Q3 2025, selling an estimated $24.7K and leaving 6,258 shares worth $750K. The position accounts for 0.04% of the portfolio, ranked #155.

Apexium Financial first reported a position in XLY in Q4 2019 and has held it in 13 quarters since. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

Apexium Financial held 6,258 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $750K as of Q3 2025.
Apexium Financial sold 216 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $24.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #155 holding.
Apexium Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 13 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 Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.