Fort Point Capital Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Fort Point Capital Partners’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	-12,868	Closed	-$1.4M	–	321
2025 Q2	$1.4M	Buy	12,868 +14	+0.1%	+$1.43K	0.1%	118
2025 Q1	$1.27M	Buy	12,854 +4	+0%	+$434	0.14%	105
2024 Q4	$1.44M	Sell	12,850 -122	-0.9%	-$13K	0.16%	97
2024 Q3	$1.3M	Sell	12,972 -144	-1%	-$13.5K	0.16%	90
2024 Q2	$1.2M	Sell	13,116 -404	-3%	-$35.9K	0.15%	103
2024 Q1	$1.24M	Sell	13,520 -522	-4%	-$46.5K	0.17%	96
2023 Q4	$1.26M	Buy	14,042 +1,084	+8%	+$89.8K	0.18%	89
2023 Q3	$1.04M	Sell	12,958 -168	-1%	-$14.2K	0.16%	89
2023 Q2	$1.11M	Sell	13,126 -222	-2%	-$17K	0.16%	88
2023 Q1	$998K	Sell	13,348 -600	-4%	-$43K	0.15%	103
2022 Q4	$901K	Sell	13,948 -300	-2%	-$20.9K	0.14%	107
2022 Q3	$1.01M	Sell	14,248 -18	-0.1%	-$1.41K	0.17%	99
2022 Q2	$981K	Buy	14,266 +112	+0.8%	+$8.82K	0.16%	101
2022 Q1	$1.31M	Buy	14,154 +220	+2%	+$20.2K	0.18%	89
2021 Q4	$1.42M	Buy	13,934 +242	+2%	+$24.1K	0.19%	85
2021 Q3	$1.23M	Buy	+13,692	New	+$1.24M	0.18%	73

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

Goldman Sachs New York $871B AUM 31.28% 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

Fort Point Capital Partners's XLY Position: Q3 2025 in Review

Fort Point Capital Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 12,868 shares — an estimated $1.4M sold.

Fort Point Capital Partners first reported a position in XLY in Q3 2021 and held it in 16 quarters. The position peaked at $1.44M in Q4 2024. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

Fort Point Capital Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Fort Point Capital Partners sold 12,868 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $1.4M.
Fort Point Capital Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and held it in 16 quarters.
Fort Point Capital Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.44M in Q4 2024.
1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.