North Ridge Wealth Advisors’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
– Sell
-468
Closed -$56.1K – 192
2025
Q3
$56.1K Buy
+468
New +$53.6K 0.03% 86
2025
Q1
– Sell
-42
Closed -$4.71K – 205
2024
Q4
$4.71K Buy
+42
New +$4.49K ﹤0.01% 129

Other funds holding XLY

North Ridge Wealth Advisors's XLY Position: Q4 2025 in Review

North Ridge Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 468 shares — an estimated $56.1K sold.

North Ridge Wealth Advisors first reported a position in XLY in Q4 2024 and held it in 2 quarters. The position peaked at $56.1K in Q3 2025. 1,363 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

  • North Ridge Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • North Ridge Wealth Advisors sold 468 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $56.1K.
  • North Ridge Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
  • North Ridge Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $56.1K in Q3 2025.
  • 1,363 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on North Ridge Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.