IronBridge Private Wealth’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
Q1
Sell
-23,924
Closed -$2.68M 61
2024
Q4
$2.68M Buy
+23,924
New +$2.56M 0.99% 28
2023
Q3
Sell
-41,398
Closed -$3.51M 43
2023
Q2
$3.51M Buy
+41,398
New +$3.17M 1.98% 19
2022
Q1
Sell
-634
Closed -$65K 306
2021
Q4
$65K Buy
+634
New +$63.1K 0.03% 62

Other funds holding XLY

IronBridge Private Wealth's XLY Position: Q1 2025 in Review

IronBridge Private Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 23,924 shares — an estimated $2.68M sold.

IronBridge Private Wealth first reported a position in XLY in Q4 2021 and held it in 3 quarters. The position peaked at $3.51M in Q2 2023. 1,219 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • IronBridge Private Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • IronBridge Private Wealth sold 23,924 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $2.68M.
  • IronBridge Private Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
  • IronBridge Private Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.51M in Q2 2023.
  • 1,219 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on IronBridge Private Wealth's 13F filing for Q1 2025, filed 15 May 2025.