NCM
XLY icon

Northwest Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Northwest Capital 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
-92
Closed -$11.1K – 250
2025
Q3 		$11.1K Hold
92
– – 0.01% 190
2025
Q2 		$10.1K Hold
92
– – 0.01% 272
2025
Q1 		$9.16K Hold
92
– – ﹤0.01% 321
2024
Q4 		$10.4K Hold
92
– – ﹤0.01% 309
2024
Q3 		$9.29K Hold
92
– – ﹤0.01% 330
2024
Q2 		$8.46K Hold
92
– – ﹤0.01% 329
2024
Q1 		$8.53K Hold
92
– – ﹤0.01% 397
2023
Q4 		$8.29K Hold
92
– – ﹤0.01% 392
2023
Q3 		$7.47K Hold
92
– – ﹤0.01% 388
2023
Q2 		$7.88K Buy
+92
New +$7.04K ﹤0.01% 396

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return