Royal Fund Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Royal Fund Management’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 Q2	–	Sell	-86,242	Closed	-$8.51M	–	371
2025 Q1	$8.51M	Buy	86,242 +6,538	+8%	+$709K	0.95%	16
2024 Q4	$8.94M	Buy	+79,704	New	+$8.52M	0.83%	24
2020 Q2	–	Sell	-76	Closed	-$3K	–	588
2020 Q1	$3K	Hold	76	–	–	﹤0.01%	479
2019 Q4	$4K	Hold	76	–	–	﹤0.01%	509
2019 Q3	$4K	Hold	76	–	–	﹤0.01%	479
2019 Q2	$4K	Hold	76	–	–	﹤0.01%	461
2019 Q1	$4K	Hold	76	–	–	﹤0.01%	465
2018 Q4	$3K	Hold	76	–	–	﹤0.01%	464
2018 Q3	$4K	Sell	76 -26	-25%	-$1.48K	﹤0.01%	423
2018 Q2	$5K	Sell	102 -156	-60%	-$8.24K	﹤0.01%	424
2018 Q1	$13K	Sell	258 -324	-56%	-$16.9K	﹤0.01%	316
2017 Q4	$28K	Buy	582 +506	+666%	+$23.8K	0.01%	253
2017 Q3	$3K	Hold	76	–	–	﹤0.01%	398
2017 Q2	$3K	Hold	76	–	–	﹤0.01%	367
2017 Q1	$3K	Hold	76	–	–	﹤0.01%	353
2016 Q4	$3K	Buy	+76	New	+$3.07K	﹤0.01%	342

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

Goldman Sachs New York $871B AUM 31.28% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Royal Fund Management's XLY Position: Q2 2025 in Review

Royal Fund Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2025, closing a stake of 86,242 shares — an estimated $8.51M sold.

Royal Fund Management first reported a position in XLY in Q4 2016 and held it in 16 quarters. The position peaked at $8.94M in Q4 2024. 1,241 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

Royal Fund Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Royal Fund Management sold 86,242 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $8.51M.
Royal Fund Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and held it in 16 quarters.
Royal Fund Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.94M in Q4 2024.
1,241 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.

Based on Royal Fund Management's 13F filing for Q2 2025, filed 13 Aug 2025.