PlanWiser Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
PlanWiser Financial's XLY Position: Q4 2025 in Review
PlanWiser Financial sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 20,810 shares — an estimated $2.52M sold.
PlanWiser Financial first reported a position in XLY in Q1 2025 and held it in 3 quarters. The position peaked at $3.04M in Q2 2025. 1,357 funds tracked by Wall St. Rank hold XLY as of Q4 2025.
- PlanWiser Financial reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
- PlanWiser Financial sold 20,810 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $2.52M.
- PlanWiser Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
- PlanWiser Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.04M in Q2 2025.
- 1,357 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.
Based on PlanWiser Financial's 13F filing for Q4 2025, filed 13 Feb 2026.