Lionsbridge Wealth Management’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
Q3
Sell
-6,708
Closed -$729K 65
2025
Q2
$729K Sell
6,708
-112
-2% -$11.5K 0.73% 42
2025
Q1
$673K Sell
6,820
-1,226
-15% -$133K 0.6% 47
2024
Q4
$903K Sell
8,046
-664
-8% -$71K 0.76% 44
2024
Q3
$873K Buy
+8,710
New +$814K 0.69% 48
2024
Q2
Sell
-18,544
Closed -$1.71M 66
2024
Q1
$1.71M Buy
+18,544
New +$1.65M 1.32% 27

Other funds holding XLY

Lionsbridge Wealth Management's XLY Position: Q3 2025 in Review

Lionsbridge Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 6,708 shares — an estimated $729K sold.

Lionsbridge Wealth Management first reported a position in XLY in Q1 2024 and held it in 5 quarters. The position peaked at $1.71M in Q1 2024. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

  • Lionsbridge Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 6,708 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $729K.
  • Lionsbridge Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and held it in 5 quarters.
  • Lionsbridge Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.71M in Q1 2024.
  • 1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on Lionsbridge Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.