Fairfield Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Fairfield Financial Advisors’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 Q1	–	Sell	-220	Closed	-$24.7K	–	212
2024 Q4	$24.7K	Hold	220	–	–	0.01%	157
2024 Q3	$22K	Hold	220	–	–	0.01%	183
2024 Q2	$20K	Buy	+220	New	+$19.5K	0.01%	178
2023 Q4	$19.5K	Hold	218	–	–	0.01%	200
2023 Q3	$17.6K	Hold	218	–	–	0.01%	191
2023 Q2	$18.5K	Hold	218	–	–	0.01%	196
2023 Q1	$15.8K	Buy	218 +2	+0.9%	+$143	0.01%	206
2022 Q4	$14K	Buy	216 +60	+38%	+$4.18K	0.01%	191
2022 Q3	$11.1K	Hold	156	–	–	0.01%	206
2022 Q2	$10.7K	Hold	156	–	–	0.01%	202
2022 Q1	$14.4K	Buy	+156	New	+$14.3K	0.01%	202

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

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 $377B AUM 19.32% 1-Year Est. Return

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

Fairfield Financial Advisors's XLY Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 220 shares — an estimated $24.7K sold.

Fairfield Financial Advisors first reported a position in XLY in Q1 2022 and held it in 11 quarters. The position peaked at $24.7K in Q4 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

Fairfield Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 220 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $24.7K.
Fairfield Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $24.7K 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 Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.