Global Retirement Partners’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
Q4 | $1.13M | Sell |
9,459
-6,087
| -39% | -$722K | 0.02% | 618 |
|
|
2025
Q3 | $1.86M | Sell |
15,546
-9,648
| -38% | -$1.1M | 0.04% | 377 |
|
|
2025
Q2 | $2.74M | Buy |
+25,194
| New | +$2.58M | 0.07% | 260 |
|
|
2024
Q4 | $949K | Buy |
8,458
+256
| +3% | +$27.4K | 0.03% | 464 |
|
|
2024
Q3 | $822K | Sell |
8,202
-2,560
| -24% | -$239K | 0.02% | 489 |
|
|
2024
Q2 | $982K | Buy |
10,762
+276
| +3% | +$24.5K | 0.03% | 428 |
|
|
2024
Q1 | $964K | Buy |
10,486
+1,276
| +14% | +$114K | 0.04% | 370 |
|
|
2023
Q4 | $800K | Sell |
9,210
-56
| -0.6% | -$4.64K | 0.03% | 388 |
|
|
2023
Q3 | $743K | Buy |
9,266
+1,604
| +21% | +$136K | 0.04% | 358 |
|
|
2023
Q2 | $650K | Sell |
7,662
-58
| -0.8% | -$4.44K | 0.03% | 393 |
|
|
2023
Q1 | $561K | Buy |
7,720
+652
| +9% | +$46.7K | 0.03% | 407 |
|
|
2022
Q4 | $457K | Buy |
7,068
+618
| +10% | +$43.1K | 0.03% | 391 |
|
|
2022
Q3 | $464K | Sell |
6,450
-570
| -8% | -$44.6K | 0.04% | 380 |
|
|
2022
Q2 | $483K | Sell |
7,020
-1,072
| -13% | -$84.5K | 0.04% | 360 |
|
|
2022
Q1 | $558K | Buy |
+8,092
| New | +$741K | 0.04% | 338 |
|
|
2021
Q4 | – | Sell |
-19,178
| Closed | -$1.72M | – | 1847 |
|
|
2021
Q3 | $1.72M | Buy |
19,178
+8,280
| +76% | +$752K | 0.17% | 131 |
|
|
2021
Q2 | $973K | Sell |
10,898
-924
| -8% | -$80.5K | 0.1% | 194 |
|
|
2021
Q1 | $993K | Buy |
11,822
+3,184
| +37% | +$265K | 0.12% | 163 |
|
|
2020
Q4 | $694K | Buy |
8,638
+158
| +2% | +$12.2K | 0.09% | 195 |
|
|
2020
Q3 | $623K | Sell |
8,480
-2,190
| -21% | -$155K | 0.09% | 201 |
|
|
2020
Q2 | $681K | Buy |
10,670
+7,666
| +255% | +$452K | 0.11% | 184 |
|
|
2020
Q1 | $147K | Buy |
3,004
+606
| +25% | +$35.8K | 0.03% | 374 |
|
|
2019
Q4 | $150K | Sell |
2,398
-1,470
| -38% | -$89.4K | 0.02% | 425 |
|
|
2019
Q3 | $233K | Buy |
3,868
+342
| +10% | +$20.6K | 0.04% | 337 |
|
|
2019
Q2 | $210K | Sell |
3,526
-5,252
| -60% | -$307K | 0.04% | 338 |
|
|
2019
Q1 | $500K | Sell |
8,778
-1,350
| -13% | -$73.2K | 0.12% | 153 |
|
|
2018
Q4 | $501K | Sell |
10,128
-11,690
| -54% | -$618K | 0.13% | 159 |
|
|
2018
Q3 | $1.28M | Buy |
21,818
+9,052
| +71% | +$515K | 0.29% | 75 |
|
|
2018
Q2 | $698K | Buy |
12,766
+4,402
| +53% | +$233K | 0.18% | 117 |
|
|
2018
Q1 | $424K | Sell |
8,364
-2,846
| -25% | -$148K | 0.12% | 179 |
|
|
2017
Q4 | $553K | Sell |
11,210
-1,310
| -10% | -$61.6K | 0.15% | 135 |
|
|
2017
Q3 | $564K | Buy |
12,520
+4
| +0% | +$180 | 0.23% | 105 |
|
|
2017
Q2 | $561K | Buy |
12,516
+978
| +8% | +$43.8K | 0.26% | 92 |
|
|
2017
Q1 | $507K | Sell |
11,538
-14
| -0.1% | -$600 | 0.28% | 84 |
|
|
2016
Q4 | $470K | Buy |
+11,552
| New | +$467K | 0.32% | 71 |
|
Other funds holding XLY
Global Retirement Partners's XLY Position: Q4 2025 in Review
Global Retirement Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 39% in Q4 2025, selling an estimated $722K and leaving 9,459 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #618.
Global Retirement Partners first reported a position in XLY in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.74M in Q2 2025. 1,357 funds tracked by Wall St. Rank hold XLY as of Q4 2025.
- Global Retirement Partners held 9,459 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.13M as of Q4 2025.
- Global Retirement Partners sold 6,087 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $722K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Global Retirement Partners's portfolio in Q4 2025, its #618 holding.
- Global Retirement Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 35 quarters since.
- Global Retirement Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.74M in Q2 2025.
- 1,357 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.