Carolinas Wealth Consulting’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-148	Closed	-$14.6K	–	984
2025 Q1	$14.6K	Hold	148	–	–	﹤0.01%	488
2024 Q4	$16.5K	Hold	148	–	–	﹤0.01%	486
2024 Q3	$14.7K	Hold	148	–	–	﹤0.01%	514
2024 Q2	$13.4K	Buy	148 +2	+1%	+$178	﹤0.01%	526
2024 Q1	$13.5K	Hold	146	–	–	﹤0.01%	524
2023 Q4	$13.1K	Hold	146	–	–	﹤0.01%	504
2023 Q3	$11.1K	Hold	146	–	–	﹤0.01%	507
2023 Q2	$12.4K	Hold	146	–	–	﹤0.01%	565
2023 Q1	$10.9K	Buy	146 +2	+1%	+$143	﹤0.01%	593
2022 Q4	$9.35K	Hold	144	–	–	﹤0.01%	628
2022 Q3	$10K	Hold	144	–	–	﹤0.01%	572
2022 Q2	$10K	Sell	144 -1,188	-89%	-$93.6K	﹤0.01%	583
2022 Q1	$123K	Hold	1,332	–	–	0.03%	230
2021 Q4	$136K	Buy	1,332 +198	+17%	+$19.7K	0.03%	228
2021 Q3	$102K	Hold	1,134	–	–	0.02%	241
2021 Q2	$101K	Buy	1,134 +2	+0.2%	+$174	0.02%	260
2021 Q1	$95K	Hold	1,132	–	–	0.02%	264
2020 Q4	$91K	Hold	1,132	–	–	0.02%	245
2020 Q3	$83K	Sell	1,132 -146	-11%	-$10.3K	0.03%	216
2020 Q2	$82K	Hold	1,278	–	–	0.03%	165
2020 Q1	$63K	Buy	1,278 +128	+11%	+$7.56K	0.03%	122
2019 Q4	$71K	Buy	+1,150	New	+$70K	0.07%	68

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Carolinas Wealth Consulting's XLY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2025, closing a stake of 148 shares — an estimated $14.6K sold.

Carolinas Wealth Consulting first reported a position in XLY in Q4 2019 and held it in 22 quarters. The position peaked at $136K in Q4 2021. 1,241 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

Carolinas Wealth Consulting reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 148 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $14.6K.
Carolinas Wealth Consulting first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 22 quarters.
Carolinas Wealth Consulting's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $136K in Q4 2021.
1,241 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.