LMR Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

LMR Partners’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	-406,200	Closed	-$40.1M	–	1696
2025 Q1	$40.1M	Buy	+406,200	New	+$44.1M	0.38%	56
2024 Q1	–	Sell	-303,800	Closed	-$27.2M	–	1345
2023 Q4	$27.2M	Hold	303,800	–	–	0.31%	73
2023 Q3	$24.5M	Hold	303,800	–	–	0.27%	82
2023 Q2	$25.8M	Buy	+303,800	New	+$23.3M	0.29%	85

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

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

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

LMR Partners's XLY Position: Q2 2025 in Review

LMR Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2025, closing a stake of 13,080 shares — an estimated $1.29M sold.

LMR Partners first reported a position in XLY in Q4 2024 and held it in 2 quarters. The position peaked at $2.72M in Q4 2024. 1,241 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

LMR Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
LMR Partners sold 13,080 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $1.29M.
LMR Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
LMR Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.72M 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 LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.