Harvest Investment Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Harvest Investment Services’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	-5,326	Closed	-$579K	–	386
2025 Q2	$579K	Buy	5,326 +192	+4%	+$19.6K	0.13%	179
2025 Q1	$507K	Buy	+5,134	New	+$557K	0.14%	153
2020 Q4	–	Sell	-9,366	Closed	-$688K	–	254
2020 Q3	$688K	Buy	9,366 +3,076	+49%	+$218K	0.39%	65
2020 Q2	$401K	Buy	+6,290	New	+$371K	0.24%	107

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

Harvest Investment Services's XLY Position: Q3 2025 in Review

Harvest Investment Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 5,326 shares — an estimated $579K sold.

Harvest Investment Services first reported a position in XLY in Q2 2020 and held it in 4 quarters. The position peaked at $688K in Q3 2020. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

Harvest Investment Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Harvest Investment Services sold 5,326 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $579K.
Harvest Investment Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and held it in 4 quarters.
Harvest Investment Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $688K in Q3 2020.
1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on Harvest Investment Services's 13F filing for Q3 2025, filed 17 Nov 2025.