Guardian Asset 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
-9,798
Closed -$1.1M 105
2024
Q4
$1.1M Buy
+9,798
New +$1.05M 0.7% 34

Other funds holding XLY

Guardian Asset Advisors's XLY Position: Q1 2025 in Review

Guardian Asset Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 9,798 shares — an estimated $1.1M sold.

Guardian Asset Advisors first reported a position in XLY in Q4 2024 and held it in 1 quarter. The position peaked at $1.1M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • Guardian Asset Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Guardian Asset Advisors sold 9,798 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $1.1M.
  • Guardian Asset Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Guardian Asset Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.1M in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on Guardian Asset Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.