Country Club Bank’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Country Club Bank’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 Q3	$1.65M	Sell	13,706 -68	-0.5%	-$7.78K	0.1%	177
2025 Q2	$1.51M	Buy	13,774 +14	+0.1%	+$1.43K	0.09%	178
2025 Q1	$1.36M	Sell	13,760 -900	-6%	-$97.6K	0.09%	179
2024 Q4	$1.66M	Buy	14,660 +500	+4%	+$53.5K	0.11%	158
2024 Q3	$1.42M	Hold	14,160	–	–	0.1%	169
2024 Q2	$1.31M	Hold	14,160	–	–	0.09%	171
2024 Q1	$1.3M	Sell	14,160 -174	-1%	-$15.5K	0.09%	169
2023 Q4	$1.29M	Buy	14,334 +174	+1%	+$14.4K	0.1%	169
2023 Q3	$1.13M	Sell	14,160 -690	-5%	-$58.3K	0.09%	171
2023 Q2	$1.25M	Buy	14,850 +450	+3%	+$34.5K	0.1%	162
2023 Q1	$1.05M	Sell	14,400 -4,524	-24%	-$324K	0.09%	171
2022 Q4	$1.22M	Buy	18,924 +3,374	+22%	+$235K	0.11%	155
2022 Q3	$1.13M	Buy	15,550 +260	+2%	+$20.3K	0.11%	155
2022 Q2	$1.07M	Hold	15,290	–	–	0.1%	157
2022 Q1	$1.44M	Buy	+15,290	New	+$1.4M	0.13%	135

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 $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Country Club Bank's XLY Position: Q3 2025 in Review

Country Club Bank reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.49% in Q3 2025, selling an estimated $7.78K and leaving 13,706 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #177.

Country Club Bank first reported a position in XLY in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.66M in Q4 2024. 1,275 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

Country Club Bank held 13,706 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.65M as of Q3 2025.
Country Club Bank sold 68 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $7.78K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Country Club Bank's portfolio in Q3 2025, its #177 holding.
Country Club Bank first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
Country Club Bank's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.66M in Q4 2024.
1,275 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.