KWB Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
KWB Wealth's XLY Position: Q3 2025 in Review
KWB Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 2,848 shares — an estimated $281K sold.
KWB Wealth first reported a position in XLY in Q1 2025 and held it in 2 quarters. The position peaked at $489K in Q1 2025. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.
- KWB Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
- KWB Wealth sold 2,848 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $281K.
- KWB Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
- KWB Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $489K in Q1 2025.
- 1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.
Based on KWB Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.