InTrack Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

InTrack Investment Management’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 Q1	–	Sell	-3,734	Closed	-$414K	–	111
2024 Q4	$414K	Hold	3,734	–	–	0.29%	81
2024 Q3	$374K	Hold	3,734	–	–	0.27%	96
2024 Q2	$341K	Buy	3,734 +110	+3%	+$9.77K	0.24%	108
2024 Q1	$333K	Sell	3,624 -200	-5%	-$17.8K	0.25%	105
2023 Q4	$342K	Buy	+3,824	New	+$317K	0.26%	107
2022 Q2	–	Sell	-2,418	Closed	-$224K	–	126
2022 Q1	$224K	Sell	2,418 -3,458	-59%	-$317K	0.18%	111
2021 Q4	$601K	Buy	5,876 +862	+17%	+$85.9K	0.42%	87
2021 Q3	$514K	Sell	5,014 -3,688	-42%	-$335K	0.37%	83
2021 Q2	$789K	Buy	8,702 +1,168	+16%	+$102K	0.62%	61
2021 Q1	$633K	Buy	7,534 +1,758	+30%	+$146K	0.58%	58
2020 Q4	$464K	Buy	+5,776	New	+$445K	0.46%	62

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

InTrack Investment Management's XLY Position: Q1 2025 in Review

InTrack Investment Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 3,734 shares — an estimated $414K sold.

InTrack Investment Management first reported a position in XLY in Q4 2020 and held it in 11 quarters. The position peaked at $789K in Q2 2021. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

InTrack Investment Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
InTrack Investment Management sold 3,734 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $414K.
InTrack Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 11 quarters.
InTrack Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $789K in Q2 2021.
1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on InTrack Investment Management's 13F filing for Q1 2025, filed 15 Apr 2025.