Legend Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Legend Financial Advisors’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 Q3	–	Sell	-1,432	Closed	-$156K	–	167
2025 Q2	$156K	Buy	+1,432	New	+$146K	0.1%	40
2025 Q1	–	Sell	-1,432	Closed	-$161K	–	261
2024 Q4	$161K	Hold	1,432	–	–	0.11%	36
2024 Q3	$143K	Hold	1,432	–	–	0.1%	37
2024 Q2	$131K	Hold	1,432	–	–	0.09%	46
2024 Q1	$132K	Hold	1,432	–	–	0.1%	43
2023 Q4	$128K	Hold	1,432	–	–	0.1%	43
2023 Q3	$115K	Hold	1,432	–	–	0.1%	50
2023 Q2	$122K	Hold	1,432	–	–	0.1%	46
2023 Q1	$107K	Sell	1,432 -422	-23%	-$30.3K	0.09%	47
2022 Q4	$120K	Hold	1,854	–	–	0.1%	49
2022 Q3	$132K	Buy	+1,854	New	+$145K	0.12%	41
2022 Q1	–	Sell	-14,092	Closed	-$1.44M	–	46
2021 Q4	$1.44M	Buy	+14,092	New	+$1.4M	1%	17

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legend Financial Advisors's XLY Position: Q3 2025 in Review

Legend Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 1,432 shares — an estimated $156K sold.

Legend Financial Advisors first reported a position in XLY in Q4 2021 and held it in 12 quarters. The position peaked at $1.44M in Q4 2021. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

Legend Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 1,432 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $156K.
Legend Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 12 quarters.
Legend Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.44M in Q4 2021.
1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.