Loudon Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Loudon Investment Management’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 Q4	–	Sell	-5,760	Closed	-$690K	–	99
2025 Q3	$690K	Buy	+5,760	New	+$659K	0.36%	60
2021 Q3	–	Sell	-3,392	Closed	-$303K	–	89
2021 Q2	$303K	Sell	3,392 -556	-14%	-$48.4K	0.21%	74
2021 Q1	$332K	Sell	3,948 -168	-4%	-$14K	0.24%	66
2020 Q4	$331K	Sell	4,116 -42	-1%	-$3.24K	0.26%	60
2020 Q3	$306K	Buy	+4,158	New	+$294K	0.26%	61

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Loudon Investment Management's XLY Position: Q4 2025 in Review

Loudon Investment Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 5,760 shares — an estimated $690K sold.

Loudon Investment Management first reported a position in XLY in Q3 2020 and held it in 5 quarters. The position peaked at $690K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

Loudon Investment Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Loudon Investment Management sold 5,760 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $690K.
Loudon Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and held it in 5 quarters.
Loudon Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $690K in Q3 2025.
1,357 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Loudon Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.