Berkeley Capital Partners’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
Q1
Sell
-3,676
Closed -$412K 182
2024
Q4
$412K Buy
+3,676
New +$393K 0.11% 130
2016
Q1
Sell
-7,830
Closed -$306K 127
2015
Q4
$306K Buy
+7,830
New +$311K 0.25% 78

Other funds holding XLY

Berkeley Capital Partners's XLY Position: Q1 2025 in Review

Berkeley Capital Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 3,676 shares — an estimated $412K sold.

Berkeley Capital Partners first reported a position in XLY in Q4 2015 and held it in 2 quarters. The position peaked at $412K in Q4 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • Berkeley Capital Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Berkeley Capital Partners sold 3,676 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $412K.
  • Berkeley Capital Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and held it in 2 quarters.
  • Berkeley Capital Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $412K in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on Berkeley Capital Partners's 13F filing for Q1 2025, filed 5 May 2025.