Ehrlich Financial Group’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
-5,564
Closed -$549K 121
2025
Q1
$549K Buy
+5,564
New +$603K 0.4% 54

Other funds holding XLY

Ehrlich Financial Group's XLY Position: Q2 2025 in Review

Ehrlich Financial Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2025, closing a stake of 5,564 shares — an estimated $549K sold.

Ehrlich Financial Group first reported a position in XLY in Q1 2025 and held it in 1 quarter. The position peaked at $549K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

  • Ehrlich Financial Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Ehrlich Financial Group sold 5,564 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $549K.
  • Ehrlich Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Ehrlich Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $549K in Q1 2025.
  • 1,241 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.

Based on Ehrlich Financial Group's 13F filing for Q2 2025, filed 8 Jul 2025.