CFC Planning Company’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
Q3
Sell
-20,410
Closed -$2.22M 120
2025
Q2
$2.22M Buy
20,410
+3,106
+18% +$318K 2.09% 17
2025
Q1
$1.71M Buy
+17,304
New +$1.88M 1.83% 23

Other funds holding XLY

CFC Planning Company's XLY Position: Q3 2025 in Review

CFC Planning Company sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 20,410 shares — an estimated $2.22M sold.

CFC Planning Company first reported a position in XLY in Q1 2025 and held it in 2 quarters. The position peaked at $2.22M in Q2 2025. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

  • CFC Planning Company reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • CFC Planning Company sold 20,410 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $2.22M.
  • CFC Planning Company first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
  • CFC Planning Company's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.22M in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on CFC Planning Company's 13F filing for Q3 2025, filed 29 Oct 2025.