Finivi Inc’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
-2,088
Closed -$206K 103
2025
Q1
$206K Sell
2,088
-276
-12% -$29.9K 0.17% 84
2024
Q4
$265K Sell
2,364
-144
-6% -$15.4K 0.21% 77
2024
Q3
$251K Sell
2,508
-8
-0.3% -$748 0.2% 79
2024
Q2
$229K Sell
2,516
-82
-3% -$7.29K 0.19% 83
2024
Q1
$239K Buy
2,598
+2
+0.1% +$178 0.22% 78
2023
Q4
$232K Buy
+2,596
New +$215K 0.23% 86
2021
Q4
$331K Buy
+3,234
New +$322K 0.35% 59

Other funds holding XLY

Finivi Inc's XLY Position: Q2 2025 in Review

Finivi Inc sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2025, closing a stake of 2,088 shares — an estimated $206K sold.

Finivi Inc first reported a position in XLY in Q4 2021 and held it in 7 quarters. The position peaked at $331K in Q4 2021. 1,241 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

  • Finivi Inc reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Finivi Inc sold 2,088 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $206K.
  • Finivi Inc first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
  • Finivi Inc's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $331K 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 Finivi Inc's 13F filing for Q2 2025, filed 19 Dec 2025.