Retirement Capital Strategies’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Retirement Capital Strategies’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	-8,338	Closed	-$935K	–	96
2024 Q4	$935K	Buy	+8,338	New	+$892K	0.35%	45
2024 Q1	–	Sell	-8,750	Closed	-$782K	–	86
2023 Q4	$782K	Sell	8,750 -41,864	-83%	-$3.47M	0.34%	39
2023 Q3	$4.07M	Buy	+50,614	New	+$4.28M	1.91%	14

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

Retirement Capital Strategies's XLY Position: Q1 2025 in Review

Retirement Capital Strategies sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 8,338 shares — an estimated $935K sold.

Retirement Capital Strategies first reported a position in XLY in Q3 2023 and held it in 3 quarters. The position peaked at $4.07M in Q3 2023. 1,219 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

Retirement Capital Strategies reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Retirement Capital Strategies sold 8,338 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $935K.
Retirement Capital Strategies first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and held it in 3 quarters.
Retirement Capital Strategies's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.07M in Q3 2023.
1,219 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on Retirement Capital Strategies's 13F filing for Q1 2025, filed 14 May 2025.