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

Congress Wealth Management's XLY Position: Q2 2025 in Review

Congress Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 41% in Q2 2025, selling an estimated $18.1M and leaving 255,910 shares worth $27.8M. The position accounts for 0.27% of the portfolio, ranked #89.

Congress Wealth Management first reported a position in XLY in Q4 2021 and has held it in 15 quarters since. The position peaked at $113M in Q4 2021. 1,245 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

• Congress Wealth Management held 255,910 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $27.8M as of Q2 2025.
• Congress Wealth Management sold 177,102 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $18.1M.
• State Street Consumer Discretionary Select Sector SPDR ETF made up 0.27% of Congress Wealth Management's portfolio in Q2 2025, its #89 holding.
• Congress Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
• Congress Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $113M in Q4 2021.
• 1,245 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.