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Legacy Wealth Management (Tennessee)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Legacy Wealth Management (Tennessee)’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,450
Closed -$341K – 43
2025
Q1 		$341K Sell
3,450
-28
-0.8% -$3.04K 0.02% 32
2024
Q4 		$390K Sell
3,478
-304
-8% -$32.5K 0.03% 32
2024
Q3 		$379K Buy
+3,782
New +$354K 0.02% 31

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s XLY Position: Q2 2025 in Review

Legacy Wealth Management (Tennessee) sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2025, closing a stake of 3,450 shares — an estimated $341K sold.

Legacy Wealth Management (Tennessee) first reported a position in XLY in Q3 2024 and held it in 3 quarters. The position peaked at $390K in Q4 2024. 1,241 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

  • Legacy Wealth Management (Tennessee) reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 3,450 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $341K.
  • Legacy Wealth Management (Tennessee) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Tennessee)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $390K 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 Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.