Mitchell McLeod Pugh & Williams’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
Q3
Sell
-3,076
Closed -$334K 294
2025
Q2
$334K Sell
3,076
-256
-8% -$26.2K 0.06% 215
2025
Q1
$329K Buy
+3,332
New +$361K 0.07% 210

Other funds holding XLY

Mitchell McLeod Pugh & Williams's XLY Position: Q3 2025 in Review

Mitchell McLeod Pugh & Williams sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 3,076 shares — an estimated $334K sold.

Mitchell McLeod Pugh & Williams first reported a position in XLY in Q1 2025 and held it in 2 quarters. The position peaked at $334K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

  • Mitchell McLeod Pugh & Williams reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 3,076 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $334K.
  • Mitchell McLeod Pugh & Williams first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
  • Mitchell McLeod Pugh & Williams's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $334K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q3 2025, filed 30 Oct 2025.