PFG Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

PFG Advisors’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	-14,980	Closed	-$1.68M	–	726
2024 Q4	$1.68M	Buy	14,980 +1,198	+9%	+$128K	0.1%	219
2024 Q3	$1.38M	Buy	13,782 +2,058	+18%	+$192K	0.09%	245
2024 Q2	$1.07M	Buy	11,724 +802	+7%	+$71.3K	0.07%	284
2024 Q1	$1M	Buy	10,922 +616	+6%	+$54.9K	0.07%	286
2023 Q4	$921K	Buy	10,306 +1,728	+20%	+$143K	0.07%	281
2023 Q3	$690K	Sell	8,578 -404	-4%	-$34.2K	0.06%	309
2023 Q2	$763K	Buy	+8,982	New	+$688K	0.06%	334
2022 Q1	–	Sell	-2,304	Closed	-$235K	–	558
2021 Q4	$235K	Sell	2,304 -1,716	-43%	-$171K	0.02%	478
2021 Q3	$361K	Sell	4,020 -82	-2%	-$7.45K	0.04%	385
2021 Q2	$366K	Buy	4,102 +670	+20%	+$58.3K	0.04%	368
2021 Q1	$288K	Buy	3,432 +36	+1%	+$3K	0.04%	375
2020 Q4	$273K	Buy	3,396 +156	+5%	+$12K	0.05%	315
2020 Q3	$244K	Sell	3,240 -244	-7%	-$17.3K	0.05%	311
2020 Q2	$232K	Sell	3,484 -1,388	-28%	-$81.8K	0.05%	278
2020 Q1	$270K	Sell	4,872 -5,378	-52%	-$318K	0.07%	238
2019 Q4	$648K	Sell	10,250 -470	-4%	-$28.6K	0.16%	159
2019 Q3	$635K	Sell	10,720 -1,724	-14%	-$104K	0.18%	154
2019 Q2	$769K	Sell	12,444 -1,034	-8%	-$60.5K	0.21%	140
2019 Q1	$809K	Sell	13,478 -84	-0.6%	-$4.55K	0.25%	126
2018 Q4	$739K	Buy	+13,562	New	+$717K	0.23%	129
2018 Q2	–	Sell	-4,220	Closed	-$214K	–	154
2018 Q1	$214K	Sell	4,220 -282	-6%	-$14.7K	0.2%	137
2017 Q4	$222K	Buy	+4,502	New	+$212K	0.23%	120

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

PFG Advisors's XLY Position: Q1 2025 in Review

PFG Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 14,980 shares — an estimated $1.68M sold.

PFG Advisors first reported a position in XLY in Q4 2017 and held it in 22 quarters. The position peaked at $1.68M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

PFG Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
PFG Advisors sold 14,980 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $1.68M.
PFG Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 22 quarters.
PFG Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.68M in Q4 2024.
1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on PFG Advisors's 13F filing for Q1 2025, filed 6 May 2025.