Arlington Capital 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
-3,000
Closed -$359K 125
2025
Q3
$359K Buy
3,000
+188
+7% +$21.5K 0.23% 67
2025
Q2
$306K Sell
2,812
-52
-2% -$5.32K 0.27% 63
2025
Q1
$283K Buy
2,864
+308
+12% +$33.4K 0.21% 52
2024
Q4
$287K Sell
2,556
-64
-2% -$6.84K 0.2% 64
2024
Q3
$262K Buy
2,620
+262
+11% +$24.5K 0.22% 64
2024
Q2
$215K Buy
+2,358
New +$209K 0.19% 73

Other funds holding XLY

Arlington Capital Management's XLY Position: Q4 2025 in Review

Arlington Capital Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 3,000 shares — an estimated $359K sold.

Arlington Capital Management first reported a position in XLY in Q2 2024 and held it in 6 quarters. The position peaked at $359K in Q3 2025. 1,359 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

  • Arlington Capital Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Arlington Capital Management sold 3,000 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $359K.
  • Arlington Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2024 and held it in 6 quarters.
  • Arlington Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $359K in Q3 2025.
  • 1,359 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Arlington Capital Management's 13F filing for Q4 2025, filed 6 Jan 2026.