LGT Financial Advisors’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
-342
Closed -$41K 392
2025
Q3
$41K Buy
342
+194
+131% +$22.2K 0.09% 137
2025
Q2
$16.1K Buy
148
+62
+72% +$6.34K 0.04% 171
2025
Q1
$8.49K Sell
86
-56
-39% -$6.07K 0.03% 180
2024
Q4
$15.9K Buy
142
+4
+3% +$428 0.04% 359
2024
Q3
$13.9K Sell
138
-12
-8% -$1.12K 0.03% 357
2024
Q2
$13.7K Sell
150
-1,538
-91% -$137K 0.03% 396
2024
Q1
$155K Buy
1,688
+666
+65% +$59.3K 0.18% 134
2023
Q4
$91.4K Sell
1,022
-12
-1% -$994 0.11% 170
2023
Q3
$83.2K Buy
1,034
+480
+87% +$40.6K 0.11% 173
2023
Q2
$47.1K Buy
+554
New +$42.4K 0.05% 166
2023
Q1
Sell
-40
Closed -$2.6K 210
2022
Q4
$2.6K Buy
+40
New +$2.79K ﹤0.01% 174

Other funds holding XLY

LGT Financial Advisors's XLY Position: Q4 2025 in Review

LGT Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 342 shares — an estimated $41K sold.

LGT Financial Advisors first reported a position in XLY in Q4 2022 and held it in 11 quarters. The position peaked at $155K in Q1 2024. 1,358 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

  • LGT Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 342 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $41K.
  • LGT Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $155K in Q1 2024.
  • 1,358 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.