LRI Investments’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

LRI Investments’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	-800	Closed	-$95.9K	–	1414
2025 Q3	$95.9K	Hold	800	–	–	0.01%	425
2025 Q2	$86.9K	Hold	800	–	–	0.01%	453
2025 Q1	$79K	Hold	800	–	–	0.01%	458
2024 Q4	$89.7K	Hold	800	–	–	0.01%	430
2024 Q3	$86.1K	Hold	800	–	–	0.01%	439
2024 Q2	$73K	Hold	800	–	–	0.01%	437
2024 Q1	$73.6K	Buy	+800	New	+$71.2K	0.02%	239

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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LRI Investments's XLY Position: Q4 2025 in Review

LRI Investments sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 800 shares — an estimated $95.9K sold.

LRI Investments first reported a position in XLY in Q1 2024 and held it in 7 quarters. The position peaked at $95.9K in Q3 2025. 1,360 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

LRI Investments reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
LRI Investments sold 800 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $95.9K.
LRI Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
LRI Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $95.9K in Q3 2025.
1,360 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on LRI Investments's 13F filing for Q4 2025, filed 4 Feb 2026.