Brendel Financial Advisors’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
-7,162
Closed -$803K 108
2024
Q4
$803K Sell
7,162
-852
-11% -$91.1K 0.49% 48
2024
Q3
$803K Buy
+8,014
New +$749K 0.46% 49

Other funds holding XLY

Brendel Financial Advisors's XLY Position: Q1 2025 in Review

Brendel Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 7,162 shares — an estimated $803K sold.

Brendel Financial Advisors first reported a position in XLY in Q3 2024 and held it in 2 quarters. The position peaked at $803K in Q4 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • Brendel Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 7,162 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $803K.
  • Brendel Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
  • Brendel Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $803K 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 Brendel Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.