JSF Financial’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
-7,060
Closed -$792K 142
2024
Q4
$792K Buy
+7,060
New +$755K 0.21% 69

Other funds holding XLY

JSF Financial's XLY Position: Q1 2025 in Review

JSF Financial sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 7,060 shares — an estimated $792K sold.

JSF Financial first reported a position in XLY in Q4 2024 and held it in 1 quarter. The position peaked at $792K in Q4 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • JSF Financial reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • JSF Financial sold 7,060 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $792K.
  • JSF Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • JSF Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $792K in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on JSF Financial's 13F filing for Q1 2025, filed 7 May 2025.