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Financial Advocates Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-2,198
Closed -$239K – 614
2025
Q2 		$239K Sell
2,198
-128
-6% -$13.1K 0.02% 551
2025
Q1 		$230K Sell
2,326
-860
-27% -$93.3K 0.02% 645
2024
Q4 		$357K Buy
3,186
+448
+16% +$47.9K 0.02% 552
2024
Q3 		$274K Buy
2,738
+2
+0.1% +$187 0.02% 626
2024
Q2 		$250K Sell
2,736
-356
-12% -$31.6K 0.02% 622
2024
Q1 		$284K Sell
3,092
-74
-2% -$6.59K 0.02% 611
2023
Q4 		$283K Sell
3,166
-236
-7% -$19.5K 0.02% 575
2023
Q3 		$274K Sell
3,402
-840
-20% -$71K 0.02% 553
2023
Q2 		$360K Buy
4,242
+832
+24% +$63.7K 0.03% 472
2023
Q1 		$255K Sell
3,410
-504
-13% -$36.1K 0.02% 604
2022
Q4 		$253K Sell
3,914
-2,700
-41% -$188K 0.02% 604
2022
Q3 		$471K Buy
6,614
+422
+7% +$33K 0.04% 433
2022
Q2 		$426K Sell
6,192
-6,800
-52% -$536K 0.03% 429
2022
Q1 		$1.2M Sell
12,992
-244
-2% -$22.4K 0.08% 265
2021
Q4 		$1.35M Buy
13,236
+288
+2% +$28.7K 0.09% 267
2021
Q3 		$1.16M Sell
12,948
-2,222
-15% -$202K 0.08% 282
2021
Q2 		$1.35M Sell
15,170
-10,290
-40% -$896K 0.09% 264
2021
Q1 		$2.14M Sell
25,460
-195,084
-88% -$16.2M 0.15% 163
2020
Q4 		$17.7M Buy
220,544
+204,764
+1,298% +$15.8M 1.21% 11
2020
Q3 		$1.16M Buy
15,780
+3,302
+26% +$234K 0.1% 223
2020
Q2 		$797K Buy
12,478
+746
+6% +$44K 0.08% 277
2020
Q1 		$575K Sell
11,732
-58
-0.5% -$3.42K 0.08% 256
2019
Q4 		$739K Buy
11,790
+1,118
+10% +$68K 0.08% 247
2019
Q3 		$644K Sell
10,672
-9,788
-48% -$590K 0.07% 253
2019
Q2 		$1.22M Sell
20,460
-286
-1% -$16.7K 0.14% 161
2019
Q1 		$1.18M Sell
20,746
-5,986
-22% -$325K 0.15% 161
2018
Q4 		$1.32M Buy
26,732
+1,592
+6% +$84.2K 0.18% 136
2018
Q3 		$1.47M Buy
25,140
+14,400
+134% +$820K 0.16% 139
2018
Q2 		$588K Buy
10,740
+930
+9% +$49.1K 0.07% 246
2018
Q1 		$497K Buy
9,810
+818
+9% +$42.6K 0.06% 257
2017
Q4 		$444K Buy
+8,992
New +$423K 0.06% 272

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's XLY Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 2,198 shares — an estimated $239K sold.

Financial Advocates Investment Management first reported a position in XLY in Q4 2017 and held it in 31 quarters. The position peaked at $17.7M in Q4 2020. 1,275 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,198 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $239K.
  • Financial Advocates Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $17.7M in Q4 2020.
  • 1,275 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.