Lowe Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Lowe Wealth Advisors’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 Q3	$2.4K	Sell	20 -20	-50%	-$2.29K	﹤0.01%	331
2025 Q2	$4.35K	Hold	40	–	–	﹤0.01%	294
2025 Q1	$3.95K	Hold	40	–	–	﹤0.01%	303
2024 Q4	$4.49K	Hold	40	–	–	﹤0.01%	287
2024 Q3	$4.01K	Hold	40	–	–	﹤0.01%	261
2024 Q2	$3.65K	Hold	40	–	–	﹤0.01%	258
2024 Q1	$3.68K	Hold	40	–	–	﹤0.01%	255
2023 Q4	$3.58K	Hold	40	–	–	﹤0.01%	262
2023 Q3	$3.22K	Hold	40	–	–	﹤0.01%	255
2023 Q2	$3.4K	Sell	40 -130	-76%	-$9.95K	﹤0.01%	287
2023 Q1	$12.7K	Hold	170	–	–	0.01%	190
2022 Q4	$11K	Hold	170	–	–	0.01%	206
2022 Q3	$12K	Hold	170	–	–	0.01%	191
2022 Q2	$12K	Hold	170	–	–	0.01%	176
2022 Q1	$16K	Hold	170	–	–	0.01%	168
2021 Q4	$17K	Hold	170	–	–	0.01%	162
2021 Q3	$15K	Hold	170	–	–	0.01%	161
2021 Q2	$15K	Hold	170	–	–	0.01%	159
2021 Q1	$14K	Sell	170 -7,130	-98%	-$593K	0.01%	158
2020 Q4	$587K	Buy	7,300 +6,960	+2,047%	+$537K	0.3%	24
2020 Q3	$25K	Buy	340 +220	+183%	+$15.6K	0.01%	108
2020 Q2	$8K	Hold	120	–	–	﹤0.01%	172
2020 Q1	$6K	Sell	120 -4,350	-97%	-$257K	﹤0.01%	186
2019 Q4	$280K	Buy	4,470 +4,270	+2,135%	+$260K	0.16%	28
2019 Q3	$12K	Hold	200	–	–	0.01%	141
2019 Q2	$12K	Buy	+200	New	+$11.7K	0.01%	155
2017 Q4	–	Sell	-100	Closed	-$5K	–	275
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	189
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	172
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	169
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	174
2016 Q3	$4K	Sell	100 -130	-57%	-$5.24K	﹤0.01%	174
2016 Q2	$9K	Buy	+230	New	+$9.05K	0.01%	139
2015 Q2	–	Sell	-90	Closed	-$3K	–	246
2015 Q1	$3K	Buy	+90	New	+$3.31K	﹤0.01%	187

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Lowe Wealth Advisors's XLY Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 50% in Q3 2025, selling an estimated $2.29K and leaving 20 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Lowe Wealth Advisors first reported a position in XLY in Q1 2015 and has held it in 33 quarters since. The position peaked at $587K in Q4 2020. 1,274 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

Lowe Wealth Advisors held 20 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.4K as of Q3 2025.
Lowe Wealth Advisors sold 20 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $2.29K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #331 holding.
Lowe Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 33 quarters since.
Lowe Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $587K in Q4 2020.
1,274 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.