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

Bleakley Financial Group’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 Q1	–	Sell	-3,154	Closed	-$354K	–	1034
2024 Q4	$354K	Buy	3,154 +138	+5%	+$14.8K	0.01%	734
2024 Q3	$302K	Sell	3,016 -278	-8%	-$26K	0.01%	773
2024 Q2	$300K	Sell	3,294 -200	-6%	-$17.8K	0.01%	746
2024 Q1	$321K	Hold	3,494	–	–	0.01%	740
2023 Q4	$312K	Sell	3,494 -30	-0.9%	-$2.48K	0.01%	727
2023 Q3	$284K	Sell	3,524 -200	-5%	-$16.9K	0.01%	700
2023 Q2	$316K	Buy	3,724 +118	+3%	+$9.04K	0.01%	706
2023 Q1	$270K	Sell	3,606 -100	-3%	-$7.17K	0.01%	737
2022 Q4	$239K	Buy	+3,706	New	+$258K	0.01%	760

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bleakley Financial Group's XLY Position: Q1 2025 in Review

Bleakley Financial Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 3,154 shares — an estimated $354K sold.

Bleakley Financial Group first reported a position in XLY in Q4 2022 and held it in 9 quarters. The position peaked at $354K in Q4 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

Bleakley Financial Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 3,154 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $354K.
Bleakley Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $354K 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 Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.