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Chicago Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Chicago Wealth Management’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
Q4 		– Sell
-39,394
Closed -$4.72M – 56
2025
Q3 		$4.72M Buy
39,394
+1,186
+3% +$136K 2.06% 18
2025
Q2 		$4.15M Buy
38,208
+1,072
+3% +$110K 1.98% 19
2025
Q1 		$3.67M Buy
37,136
+4,490
+14% +$487K 1.92% 18
2024
Q4 		$3.66M Buy
+32,646
New +$3.49M 1.9% 18

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Chicago Wealth Management's XLY Position: Q4 2025 in Review

Chicago Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 39,394 shares — an estimated $4.72M sold.

Chicago Wealth Management first reported a position in XLY in Q4 2024 and held it in 4 quarters. The position peaked at $4.72M in Q3 2025. 1,358 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

  • Chicago Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Chicago Wealth Management sold 39,394 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $4.72M.
  • Chicago Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
  • Chicago Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.72M in Q3 2025.
  • 1,358 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Chicago Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.