OneAscent Financial Services’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
-2,020
Closed -$220K 566
2025
Q2
$220K Sell
2,020
-740
-27% -$75.7K 0.02% 494
2025
Q1
$274K Sell
2,760
-780
-22% -$84.6K 0.02% 418
2024
Q4
$397K Buy
+3,540
New +$379K 0.03% 299
2024
Q3
Sell
-7,696
Closed -$702K 336
2024
Q2
$702K Buy
+7,696
New +$684K 0.1% 121

Other funds holding XLY

OneAscent Financial Services's XLY Position: Q3 2025 in Review

OneAscent Financial Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 2,020 shares — an estimated $220K sold.

OneAscent Financial Services first reported a position in XLY in Q2 2024 and held it in 4 quarters. The position peaked at $702K in Q2 2024. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

  • OneAscent Financial Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 2,020 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $220K.
  • OneAscent Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2024 and held it in 4 quarters.
  • OneAscent Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $702K in Q2 2024.
  • 1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on OneAscent Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.