CWC Advisors’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
Q2
Sell
-12,848
Closed -$1.27M 147
2025
Q1
$1.27M Sell
12,848
-4,752
-27% -$515K 0.72% 38
2024
Q4
$1.97M Buy
17,600
+394
+2% +$42.1K 1.97% 12
2024
Q3
$1.72M Buy
+17,206
New +$1.61M 1.7% 14

Other funds holding XLY

CWC Advisors's XLY Position: Q2 2025 in Review

CWC Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2025, closing a stake of 12,848 shares — an estimated $1.27M sold.

CWC Advisors first reported a position in XLY in Q3 2024 and held it in 3 quarters. The position peaked at $1.97M in Q4 2024. 1,241 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

  • CWC Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • CWC Advisors sold 12,848 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $1.27M.
  • CWC Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and held it in 3 quarters.
  • CWC Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.97M in Q4 2024.
  • 1,241 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.

Based on CWC Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.