Semmax Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Semmax Financial Advisors’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	$2.61K	Hold	24	–	–	﹤0.01%	338
2025 Q1	$2.36K	Buy	24 +14	+140%	+$1.52K	﹤0.01%	317
2024 Q4	$1.06K	Hold	10	–	–	﹤0.01%	304
2024 Q3	$1.01K	Hold	10	–	–	﹤0.01%	321
2024 Q2	$832	Hold	10	–	–	﹤0.01%	361
2024 Q1	$831	Hold	10	–	–	﹤0.01%	350
2023 Q4	$823	Hold	10	–	–	﹤0.01%	352
2023 Q3	$757	Buy	+10	New	+$845	﹤0.01%	318
2022 Q4	$1K	Hold	10	–	–	﹤0.01%	275
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	262
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	264
2022 Q1	$1K	Sell	10 -2	-17%	-$183	﹤0.01%	280
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	262
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	251
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	250
2021 Q1	$1K	Sell	12 -54	-82%	-$4.49K	﹤0.01%	264
2020 Q4	$5K	Sell	66 -50	-43%	-$3.85K	﹤0.01%	183
2020 Q3	$9K	Hold	116	–	–	﹤0.01%	154
2020 Q2	$7K	Hold	116	–	–	﹤0.01%	178
2020 Q1	$6K	Sell	116 -68	-37%	-$4.01K	﹤0.01%	182
2019 Q4	$12K	Sell	184 -42	-19%	-$2.56K	0.01%	164
2019 Q3	$14K	Sell	226 -18	-7%	-$1.08K	0.01%	157
2019 Q2	$15K	Sell	244 -11,328	-98%	-$663K	0.01%	162
2019 Q1	$659K	Buy	11,572 +8,328	+257%	+$452K	0.46%	61
2018 Q4	$161K	Buy	+3,244	New	+$172K	0.13%	124

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

Semmax Financial Advisors's XLY Position: Q2 2025 in Review

Semmax Financial Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2025 at 24 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Semmax Financial Advisors first reported a position in XLY in Q4 2018 and has held it in 25 quarters since. The position peaked at $659K in Q1 2019. 1,241 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

Semmax Financial Advisors held 24 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.61K as of Q2 2025.
Semmax Financial Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2025.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #338 holding.
Semmax Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
Semmax Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $659K in Q1 2019.
1,241 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.