EnRich Financial Partners’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
Q1
Sell
-88
Closed -$9.87K 214
2024
Q4
$9.87K Hold
88
﹤0.01% 176
2024
Q3
$8.82K Hold
88
﹤0.01% 178
2024
Q2
$8.03K Hold
88
﹤0.01% 186
2024
Q1
$8.09K Buy
+88
New +$7.84K ﹤0.01% 169

Other funds holding XLY

EnRich Financial Partners's XLY Position: Q1 2025 in Review

EnRich Financial Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 88 shares — an estimated $9.87K sold.

EnRich Financial Partners first reported a position in XLY in Q1 2024 and held it in 4 quarters. The position peaked at $9.87K in Q4 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • EnRich Financial Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 88 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $9.87K.
  • EnRich Financial Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $9.87K in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.