Heartland 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
Q3
Sell
-378
Closed -$41.1K 256
2025
Q2
$41.1K Buy
+378
New +$38.7K ﹤0.01% 211

Other funds holding XLY

Heartland Advisors's XLY Position: Q3 2025 in Review

Heartland Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 378 shares — an estimated $41.1K sold.

Heartland Advisors first reported a position in XLY in Q2 2025 and held it in 1 quarter. The position peaked at $41.1K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

  • Heartland Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Heartland Advisors sold 378 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $41.1K.
  • Heartland Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
  • Heartland Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $41.1K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on Heartland Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.