MTM Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

MTM Investment Management’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	-50	Closed	-$5.99K	–	743
2025 Q3	$5.99K	Hold	50	–	–	﹤0.01%	586
2025 Q2	$5.43K	Hold	50	–	–	﹤0.01%	603
2025 Q1	$4.99K	Hold	50	–	–	﹤0.01%	271
2024 Q4	$5.61K	Hold	50	–	–	﹤0.01%	258
2024 Q3	$4.95K	Hold	50	–	–	﹤0.01%	262
2024 Q2	$4.56K	Sell	50 -108	-68%	-$9.6K	﹤0.01%	255
2024 Q1	$14.5K	Buy	158 +108	+216%	+$9.62K	0.01%	251
2023 Q4	$4.47K	Hold	50	–	–	﹤0.01%	249
2023 Q3	$4.03K	Hold	50	–	–	﹤0.01%	244
2023 Q2	$4.25K	Hold	50	–	–	﹤0.01%	253
2023 Q1	$3.74K	Hold	50	–	–	﹤0.01%	256
2022 Q4	$3.23K	Sell	50 -4	-7%	-$279	﹤0.01%	261
2022 Q3	$4K	Hold	54	–	–	﹤0.01%	255
2022 Q2	$4K	Buy	+54	New	+$4.25K	﹤0.01%	263

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MTM Investment Management's XLY Position: Q4 2025 in Review

MTM Investment Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 50 shares — an estimated $5.99K sold.

MTM Investment Management first reported a position in XLY in Q2 2022 and held it in 14 quarters. The position peaked at $14.5K in Q1 2024. 1,363 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

MTM Investment Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
MTM Investment Management sold 50 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $5.99K.
MTM Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2022 and held it in 14 quarters.
MTM Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $14.5K in Q1 2024.
1,363 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on MTM Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.