Proquility Private Wealth Partners’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
Q1
$8.92M Buy
90,314
+6,056
+7% +$657K 2.75% 7
2024
Q4
$9.45M Buy
84,258
+2,106
+3% +$225K 3.04% 6
2024
Q3
$8.23M Buy
82,152
+1,476
+2% +$138K 2.64% 10
2024
Q2
$7.36M Buy
80,676
+1,636
+2% +$145K 2.51% 12
2024
Q1
$7.27M Buy
79,040
+4,164
+6% +$371K 2.49% 12
2023
Q4
$6.69M Buy
74,876
+8,072
+12% +$669K 2.54% 12
2023
Q3
$5.38M Sell
66,804
-1,054
-2% -$89.1K 2.21% 11
2023
Q2
$5.76M Sell
67,858
-552
-0.8% -$42.3K 2.25% 10
2023
Q1
$5.12M Buy
68,410
+7,136
+12% +$512K 2.03% 12
2022
Q4
$3.96M Buy
61,274
+54
+0.1% +$3.77K 1.63% 16
2022
Q3
$4.36M Sell
61,220
-13,112
-18% -$1.03M 2.01% 14
2022
Q2
$5.11M Buy
74,332
+88
+0.1% +$6.93K 2.19% 14
2022
Q1
$5.44M Sell
74,244
-468
-0.6% -$42.9K 2.27% 11
2021
Q4
$6.94M Sell
74,712
-8,350
-10% -$832K 2.44% 10
2021
Q3
$7.45M Sell
83,062
-7,272
-8% -$661K 2.82% 10
2021
Q2
$8.06M Sell
90,334
-10,040
-10% -$874K 3.03% 6
2021
Q1
$8.44M Sell
100,374
-7,336
-7% -$610K 3.36% 6
2020
Q4
$8.66M Buy
+107,710
New +$8.3M 3.95% 6

Other funds holding XLY

Proquility Private Wealth Partners's XLY Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 7.2% in Q1 2025, buying an estimated $657K and bringing the position to 90,314 shares worth $8.92M. The position accounts for 2.75% of the portfolio, ranked #7.

Proquility Private Wealth Partners first reported a position in XLY in Q4 2020 and has held it in 18 quarters since. The position peaked at $9.45M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • Proquility Private Wealth Partners held 90,314 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $8.92M as of Q1 2025.
  • Proquility Private Wealth Partners bought 6,056 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $657K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 2.75% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #7 holding.
  • Proquility Private Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
  • Proquility Private Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $9.45M 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 Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.