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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$187K Hold
1,566
0.05% 228
2025
Q3
$188K Hold
1,566
0.05% 229
2025
Q2
$170K Sell
1,566
-54
-3% -$5.52K 0.06% 225
2025
Q1
$160K Hold
1,620
0.06% 214
2024
Q4
$182K Hold
1,620
0.06% 201
2024
Q3
$162K Hold
1,620
0.06% 198
2024
Q2
$155K Buy
1,620
+1,000
+161% +$88.8K 0.06% 200
2024
Q1
$57K Buy
620
+200
+48% +$17.8K 0.02% 224
2023
Q4
$37.5K Buy
+420
New +$34.8K 0.02% 226

Other funds holding XLY

MGB Wealth Management's XLY Position: Q4 2025 in Review

MGB Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q4 2025 at 1,566 shares worth $187K. The position accounts for 0.05% of the portfolio, ranked #228.

MGB Wealth Management first reported a position in XLY in Q4 2023 and has held it in 9 quarters since. The position peaked at $188K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

  • MGB Wealth Management held 1,566 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $187K as of Q4 2025.
  • MGB Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q4 2025.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of MGB Wealth Management's portfolio in Q4 2025, its #228 holding.
  • MGB Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $188K 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 MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.