Rockwood Wealth Management’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
Sell
-1,954
Closed -$221K 103
2024
Q4
$221K Buy
+1,954
New +$209K 0.02% 87

Other funds holding XLY

Rockwood Wealth Management's XLY Position: Q1 2025 in Review

Rockwood Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 1,954 shares — an estimated $221K sold.

Rockwood Wealth Management first reported a position in XLY in Q4 2024 and held it in 1 quarter. The position peaked at $221K in Q4 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • Rockwood Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Rockwood Wealth Management sold 1,954 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $221K.
  • Rockwood Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Rockwood Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $221K 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 Rockwood Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.