FSC Wealth Advisors’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
Q1
Sell
-38,898
Closed -$4.36M 325
2024
Q4
$4.36M Buy
38,898
+746
+2% +$79.8K 2.81% 10
2024
Q3
$3.82M Buy
+38,152
New +$3.57M 2.74% 9
2024
Q1
Sell
-72,222
Closed -$6.46M 311
2023
Q4
$6.46M Buy
72,222
+72,204
+401,133% +$5.98M 4.73% 7
2023
Q3
$1.45K Sell
18
-33,804
-100% -$2.86M ﹤0.01% 217
2023
Q2
$2.87M Buy
+33,822
New +$2.59M 2.58% 9

Other funds holding XLY

FSC Wealth Advisors's XLY Position: Q1 2025 in Review

FSC Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 38,898 shares — an estimated $4.36M sold.

FSC Wealth Advisors first reported a position in XLY in Q2 2023 and held it in 5 quarters. The position peaked at $6.46M in Q4 2023. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • FSC Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 38,898 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $4.36M.
  • FSC Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and held it in 5 quarters.
  • FSC Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.46M in Q4 2023.
  • 1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.