Insight Wealth Strategies’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Insight Wealth Strategies’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	-1,880	Closed	-$205K	–	187
2025 Q2	$205K	Sell	1,880 -80,786	-98%	-$8.26M	0.03%	169
2025 Q1	$8.16M	Sell	82,666 -15,210	-16%	-$1.65M	1.1%	26
2024 Q4	$11M	Buy	+97,876	New	+$10.5M	1.47%	18
2022 Q1	–	Sell	-2,084	Closed	-$213K	–	170
2021 Q4	$213K	Buy	+2,084	New	+$208K	0.03%	147
2021 Q2	–	Sell	-2,806	Closed	-$236K	–	239
2021 Q1	$236K	Sell	2,806 -52	-2%	-$4.33K	0.03%	203
2020 Q4	$230K	Buy	2,858 +4	+0.1%	+$308	0.04%	203
2020 Q3	$210K	Sell	2,854 -942	-25%	-$66.7K	0.04%	190
2020 Q2	$242K	Sell	3,796 -2,088	-35%	-$123K	0.05%	147
2020 Q1	$289K	Sell	5,884 -330,646	-98%	-$19.5M	0.08%	115
2019 Q4	$21.1M	Buy	336,530 +620	+0.2%	+$37.7K	4.47%	5
2019 Q3	$20.3M	Buy	335,910 +30,640	+10%	+$1.85M	4.76%	5
2019 Q2	$18.2M	Buy	+305,270	New	+$17.9M	4.45%	7

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

Insight Wealth Strategies's XLY Position: Q3 2025 in Review

Insight Wealth Strategies sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 1,880 shares — an estimated $205K sold.

Insight Wealth Strategies first reported a position in XLY in Q2 2019 and held it in 12 quarters. The position peaked at $21.1M in Q4 2019. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

Insight Wealth Strategies reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Insight Wealth Strategies sold 1,880 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $205K.
Insight Wealth Strategies first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2019 and held it in 12 quarters.
Insight Wealth Strategies's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $21.1M in Q4 2019.
1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on Insight Wealth Strategies's 13F filing for Q3 2025, filed 6 Oct 2025.