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

Parker 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 Q1	–	Sell	-62,320	Closed	-$6.99M	–	37
2024 Q4	$6.99M	Buy	+62,320	New	+$6.66M	1.09%	13
2022 Q1	–	Sell	-2,930	Closed	-$300K	–	47
2021 Q4	$300K	Hold	2,930	–	–	0.05%	32
2021 Q3	$263K	Hold	2,930	–	–	0.02%	35
2021 Q2	$262K	Buy	2,930 +40	+1%	+$3.48K	0.03%	34
2021 Q1	$243K	Hold	2,890	–	–	0.03%	41
2020 Q4	$232K	Buy	+2,890	New	+$223K	0.04%	41
2018 Q4	–	Sell	-712,128	Closed	-$41.7M	–	39
2018 Q3	$41.7M	Buy	712,128 +10,672	+2%	+$608K	12.75%	3
2018 Q2	$38.3M	Buy	+701,456	New	+$37.1M	13.12%	3
2017 Q3	–	Sell	-146,916	Closed	-$6.58M	–	23
2017 Q2	$6.58M	Sell	146,916 -3,546	-2%	-$159K	3.3%	8
2017 Q1	$6.62M	Sell	150,462 -8,630	-5%	-$370K	3.41%	8
2016 Q4	$6.47M	Sell	159,092 -18,352	-10%	-$741K	3.49%	8
2016 Q3	$7.1M	Sell	177,444 -3,698	-2%	-$149K	2.52%	12
2016 Q2	$7.07M	Sell	181,142 -305,460	-63%	-$12M	2.63%	13
2016 Q1	$19.2M	Buy	+486,602	New	+$18.1M	7.23%	5

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parker Investment Management's XLY Position: Q1 2025 in Review

Parker Investment Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 62,320 shares — an estimated $6.99M sold.

Parker Investment Management first reported a position in XLY in Q1 2016 and held it in 14 quarters. The position peaked at $41.7M in Q3 2018. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

Parker Investment Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Parker Investment Management sold 62,320 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $6.99M.
Parker Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2016 and held it in 14 quarters.
Parker Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $41.7M in Q3 2018.
1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on Parker Investment Management's 13F filing for Q1 2025, filed 1 May 2025.