Iron Horse Wealth Management’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
Q2
$11.1K Hold
102
﹤0.01% 266
2025
Q1
$10.1K Hold
102
﹤0.01% 273
2024
Q4
$11.4K Hold
102
﹤0.01% 227
2024
Q3
$10.2K Hold
102
﹤0.01% 238
2024
Q2
$9.24K Buy
+102
New +$9.06K ﹤0.01% 222
2024
Q1
Sell
-66
Closed -$5.9K 522
2023
Q4
$5.9K Hold
66
﹤0.01% 244
2023
Q3
$5.31K Buy
+66
New +$5.58K ﹤0.01% 251

Other funds holding XLY

Iron Horse Wealth Management's XLY Position: Q2 2025 in Review

Iron Horse Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2025 at 102 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Iron Horse Wealth Management first reported a position in XLY in Q3 2023 and has held it in 7 quarters since. The position peaked at $11.4K in Q4 2024. 1,241 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

  • Iron Horse Wealth Management held 102 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $11.1K as of Q2 2025.
  • Iron Horse Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2025.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #266 holding.
  • Iron Horse Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and has held it in 7 quarters since.
  • Iron Horse Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $11.4K in Q4 2024.
  • 1,241 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.