First Heartland Consultants’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

First Heartland Consultants’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	-7,926	Closed	-$889K	–	490
2024 Q4	$889K	Buy	+7,926	New	+$848K	0.09%	159
2022 Q4	–	Sell	-7,884	Closed	-$561	–	396
2022 Q3	$561	Sell	7,884 -148	-2%	-$11.6K	0.05%	172
2022 Q2	$552K	Sell	8,032 -2,936	-27%	-$231K	0.09%	181
2022 Q1	$1.01M	Buy	10,968 +6,124	+126%	+$561K	0.16%	116
2021 Q4	$495	Sell	4,844 -202	-4%	-$20.1K	0.02%	200
2021 Q3	$453K	Sell	5,046 -38	-0.7%	-$3.45K	0.07%	215
2021 Q2	$454K	Sell	5,084 -2,242	-31%	-$195K	0.07%	226
2021 Q1	$616K	Sell	7,326 -1,284	-15%	-$107K	0.1%	171
2020 Q4	$692K	Sell	8,610 -706	-8%	-$54.4K	0.12%	133
2020 Q3	$685K	Sell	9,316 -44,716	-83%	-$3.16M	0.13%	120
2020 Q2	$3.45M	Sell	54,032 -554	-1%	-$32.7K	0.68%	38
2020 Q1	$2.68M	Sell	54,586 -464	-0.8%	-$27.4K	0.69%	40
2019 Q4	$3.45M	Sell	55,050 -1,266	-2%	-$77K	0.68%	41
2019 Q3	$3.4M	Buy	56,316 +2,294	+4%	+$138K	0.73%	36
2019 Q2	$3.22M	Buy	54,022 +2,010	+4%	+$118K	0.77%	34
2019 Q1	$2.96M	Buy	52,012 +1,120	+2%	+$60.7K	0.83%	35
2018 Q4	$2.52M	Sell	50,892 -530	-1%	-$28K	0.94%	33
2018 Q3	$3.01M	Buy	51,422 +6,440	+14%	+$367K	0.94%	32
2018 Q2	$2.46M	Buy	44,982 +6,816	+18%	+$360K	0.87%	34
2018 Q1	$1.93M	Buy	38,166 +580	+2%	+$30.2K	0.58%	54
2017 Q4	$1.85M	Sell	37,586 -1,416	-4%	-$66.6K	0.56%	57
2017 Q3	$1.76M	Sell	39,002 -242	-0.6%	-$10.9K	0.43%	60
2017 Q2	$1.76M	Buy	39,244 +902	+2%	+$40.4K	0.46%	53
2017 Q1	$1.69M	Sell	38,342 -6,194	-14%	-$265K	0.47%	57
2016 Q4	$1.81M	Buy	44,536 +1,878	+4%	+$75.8K	0.55%	41
2016 Q3	$1.71M	Buy	42,658 +22,758	+114%	+$917K	0.5%	50
2016 Q2	$777	Buy	19,900 +3,592	+22%	+$141K	0.09%	106
2016 Q1	$645K	Buy	+16,308	New	+$608K	0.25%	111
2013 Q4	–	Sell	-16,282	Closed	-$498K	–	242
2013 Q3	$498K	Sell	16,282 -1,836	-10%	-$54.5K	0.3%	98
2013 Q2	$511K	Buy	+18,118	New	+$501K	0.3%	93

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

First Heartland Consultants's XLY Position: Q1 2025 in Review

First Heartland Consultants sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 7,926 shares — an estimated $889K sold.

First Heartland Consultants first reported a position in XLY in Q2 2013 and held it in 30 quarters. The position peaked at $3.45M in Q4 2019. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

First Heartland Consultants reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
First Heartland Consultants sold 7,926 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $889K.
First Heartland Consultants first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 30 quarters.
First Heartland Consultants's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.45M in Q4 2019.
1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on First Heartland Consultants's 13F filing for Q1 2025, filed 7 May 2025.