Marcum Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Marcum Wealth's XLY Position: Q1 2025 in Review
Marcum Wealth reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.7% in Q1 2025, selling an estimated $6.29K and leaving 8,268 shares worth $816K. The position accounts for 0.07% of the portfolio, ranked #131.
Marcum Wealth first reported a position in XLY in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.44M in Q4 2021. 1,219 funds tracked by Wall St. Rank hold XLY as of Q1 2025.
- Marcum Wealth held 8,268 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $816K as of Q1 2025.
- Marcum Wealth sold 58 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $6.29K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Marcum Wealth's portfolio in Q1 2025, its #131 holding.
- Marcum Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and has held it in 17 quarters since.
- Marcum Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.44M in Q4 2021.
- 1,219 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.
Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.