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Nvest Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Nvest Financial’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
-2,346
Closed -$281K – 134
2025
Q3 		$281K Buy
+2,346
New +$268K 0.16% 107

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Nvest Financial's XLY Position: Q4 2025 in Review

Nvest Financial sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 2,346 shares — an estimated $281K sold.

Nvest Financial first reported a position in XLY in Q3 2025 and held it in 1 quarter. The position peaked at $281K in Q3 2025. 1,363 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

  • Nvest Financial reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Nvest Financial sold 2,346 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $281K.
  • Nvest Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Nvest Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $281K 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 Nvest Financial's 13F filing for Q4 2025, filed 10 Feb 2026.