Long Run Wealth 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
$5.22M Buy
43,722
+2,172
+5% +$258K 0.98% 29
2025
Q3
$4.98M Sell
41,550
-402
-1% -$46K 0.98% 28
2025
Q2
$4.56M Sell
41,952
-1,158
-3% -$118K 0.96% 28
2025
Q1
$4.26M Buy
43,110
+10,168
+31% +$1.1M 0.97% 28
2024
Q4
$3.7M Sell
32,942
-7,030
-18% -$752K 0.89% 33
2024
Q3
$4M Buy
39,972
+456
+1% +$42.6K 0.94% 30
2024
Q2
$3.6M Sell
39,516
-69,130
-64% -$6.14M 0.91% 31
2024
Q1
$9.99M Buy
108,646
+5,576
+5% +$497K 2.63% 12
2023
Q4
$9.21M Buy
103,070
+6,014
+6% +$498K 2.66% 10
2023
Q3
$7.81M Buy
97,056
+3,964
+4% +$335K 2.53% 11
2023
Q2
$7.9M Buy
93,092
+5,406
+6% +$414K 2.52% 11
2023
Q1
$6.56M Buy
87,686
+22,354
+34% +$1.6M 2.23% 13
2022
Q4
$4.22M Buy
65,332
+3,378
+5% +$236K 1.52% 20
2022
Q3
$4.41M Sell
61,954
-29,824
-32% -$2.33M 1.75% 16
2022
Q2
$6.31M Buy
91,778
+3,696
+4% +$291K 2.44% 10
2022
Q1
$8.16M Buy
88,082
+3,878
+5% +$355K 2.85% 9
2021
Q4
$8.58M Buy
+84,204
New +$8.39M 2.98% 7

Other funds holding XLY

Long Run Wealth Advisors's XLY Position: Q4 2025 in Review

Long Run Wealth Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.2% in Q4 2025, buying an estimated $258K and bringing the position to 43,722 shares worth $5.22M. The position accounts for 0.98% of the portfolio, ranked #29.

Long Run Wealth Advisors first reported a position in XLY in Q4 2021 and has held it in 17 quarters since. The position peaked at $9.99M in Q1 2024. 1,357 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

  • Long Run Wealth Advisors held 43,722 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.22M as of Q4 2025.
  • Long Run Wealth Advisors bought 2,172 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $258K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.98% of Long Run Wealth Advisors's portfolio in Q4 2025, its #29 holding.
  • Long Run Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $9.99M in Q1 2024.
  • 1,357 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.