Private Wealth Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Private Wealth Group’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	-3,556	Closed	-$399K	–	70
2024 Q4	$399K	Hold	3,556	–	–	0.2%	52
2024 Q3	$356K	Hold	3,556	–	–	0.18%	51
2024 Q2	$324K	Hold	3,556	–	–	0.17%	53
2024 Q1	$327K	Sell	3,556 -806	-18%	-$71.8K	0.17%	55
2023 Q4	$390K	Hold	4,362	–	–	0.22%	46
2023 Q3	$351K	Buy	4,362 +806	+23%	+$68.1K	0.23%	44
2023 Q2	$302K	Hold	3,556	–	–	0.31%	45
2023 Q1	$266K	Hold	3,556	–	–	0.37%	42
2022 Q4	$230K	Hold	3,556	–	–	0.33%	47
2022 Q3	$253K	Hold	3,556	–	–	0.4%	37
2022 Q2	$244K	Buy	+3,556	New	+$280K	0.3%	39

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

Private Wealth Group's XLY Position: Q1 2025 in Review

Private Wealth Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 3,556 shares — an estimated $399K sold.

Private Wealth Group first reported a position in XLY in Q2 2022 and held it in 11 quarters. The position peaked at $399K in Q4 2024. 1,219 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

Private Wealth Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Private Wealth Group sold 3,556 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $399K.
Private Wealth Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2022 and held it in 11 quarters.
Private Wealth Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $399K in Q4 2024.
1,219 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on Private Wealth Group's 13F filing for Q1 2025, filed 16 Apr 2025.