D.B. Root & Company’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

D.B. Root & Company’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 Q2	–	Sell	-4,690	Closed	-$463K	–	203
2025 Q1	$463K	Buy	+4,690	New	+$509K	0.15%	104
2024 Q2	–	Sell	-7,010	Closed	-$645K	–	196
2024 Q1	$645K	Buy	+7,010	New	+$624K	0.22%	100
2022 Q1	–	Sell	-18,412	Closed	-$1.88M	–	194
2021 Q4	$1.88M	Buy	18,412 +6	+0%	+$598	0.68%	30
2021 Q3	$1.65M	Sell	18,406 -86	-0.5%	-$7.81K	0.64%	30
2021 Q2	$1.65M	Sell	18,492 -436	-2%	-$38K	0.62%	32
2021 Q1	$1.59M	Sell	18,928 -1,394	-7%	-$116K	0.63%	31
2020 Q4	$1.63M	Sell	20,322 -350	-2%	-$27K	0.65%	32
2020 Q3	$1.52M	Buy	20,672 +5,706	+38%	+$404K	0.61%	33
2020 Q2	$955K	Buy	+14,966	New	+$882K	0.41%	63
2019 Q4	–	Sell	-13,934	Closed	-$840K	–	203
2019 Q3	$840K	Sell	13,934 -428	-3%	-$25.8K	0.39%	79
2019 Q2	$855K	Sell	14,362 -1,280	-8%	-$74.9K	0.38%	75
2019 Q1	$890K	Buy	15,642 +468	+3%	+$25.4K	0.38%	75
2018 Q4	$751K	Sell	15,174 -3,426	-18%	-$181K	0.37%	85
2018 Q3	$1.09M	Sell	18,600 -508	-3%	-$28.9K	0.48%	65
2018 Q2	$1.04M	Sell	19,108 -794	-4%	-$42K	0.49%	62
2018 Q1	$1.01M	Buy	+19,902	New	+$1.04M	0.53%	59

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 $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

D.B. Root & Company's XLY Position: Q2 2025 in Review

D.B. Root & Company sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2025, closing a stake of 4,690 shares — an estimated $463K sold.

D.B. Root & Company first reported a position in XLY in Q1 2018 and held it in 16 quarters. The position peaked at $1.88M in Q4 2021. 1,241 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

D.B. Root & Company reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
D.B. Root & Company sold 4,690 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $463K.
D.B. Root & Company first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and held it in 16 quarters.
D.B. Root & Company's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.88M in Q4 2021.
1,241 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.

Based on D.B. Root & Company's 13F filing for Q2 2025, filed 22 Jul 2025.