Keystone Wealth Services’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
Q4
Sell
-1,906
Closed -$228K 318
2025
Q3
$228K Sell
1,906
-5,972
-76% -$683K 0.05% 274
2025
Q2
$856K Buy
+7,878
New +$806K 0.21% 114

Other funds holding XLY

Keystone Wealth Services's XLY Position: Q4 2025 in Review

Keystone Wealth Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 1,906 shares — an estimated $228K sold.

Keystone Wealth Services first reported a position in XLY in Q2 2025 and held it in 2 quarters. The position peaked at $856K in Q2 2025. 1,363 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

  • Keystone Wealth Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 1,906 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $228K.
  • Keystone Wealth Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and held it in 2 quarters.
  • Keystone Wealth Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $856K in Q2 2025.
  • 1,363 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Keystone Wealth Services's 13F filing for Q4 2025, filed 26 Jan 2026.