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

Marks Wealth’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	-118,634	Closed	-$14.2M	–	35
2025 Q3	$14.2M	Buy	+118,634	New	+$13.6M	4.39%	10
2021 Q3	–	Sell	-57,640	Closed	-$5.15M	–	47
2021 Q2	$5.15M	Sell	57,640 -111,940	-66%	-$9.75M	1.74%	17
2021 Q1	$14.3M	Sell	169,580 -247,562	-59%	-$20.6M	4.68%	10
2020 Q4	$33.5M	Buy	+417,142	New	+$32.2M	11.63%	2

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

Marks Wealth's XLY Position: Q4 2025 in Review

Marks Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 118,634 shares — an estimated $14.2M sold.

Marks Wealth first reported a position in XLY in Q4 2020 and held it in 4 quarters. The position peaked at $33.5M in Q4 2020. 1,358 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

Marks Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Marks Wealth sold 118,634 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $14.2M.
Marks Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 4 quarters.
Marks Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $33.5M in Q4 2020.
1,358 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

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