SOA Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

SOA Wealth 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 Q3	–	Sell	-280	Closed	-$30.4K	–	934
2025 Q2	$30.4K	Sell	280 -10	-3%	-$1.02K	0.01%	442
2025 Q1	$28.6K	Sell	290 -4	-1%	-$434	0.01%	413
2024 Q4	$33K	Buy	294 +14	+5%	+$1.5K	0.01%	387
2024 Q3	$28.1K	Hold	280	–	–	0.01%	400
2024 Q2	$25.5K	Hold	280	–	–	0.01%	402
2024 Q1	$25.7K	Hold	280	–	–	0.01%	403
2023 Q4	$25K	Sell	280 -16	-5%	-$1.32K	0.01%	393
2023 Q3	$23.8K	Sell	296 -100	-25%	-$8.45K	0.01%	391
2023 Q2	$33.7K	Hold	396	–	–	0.01%	342
2023 Q1	$29.6K	Hold	396	–	–	0.01%	356
2022 Q4	$25.6K	Hold	396	–	–	0.01%	372
2022 Q3	$28K	Buy	396 +116	+41%	+$9.08K	0.01%	335
2022 Q2	$19K	Hold	280	–	–	0.01%	397
2022 Q1	$25K	Hold	280	–	–	0.01%	426
2021 Q4	$28K	Hold	280	–	–	0.01%	390
2021 Q3	$25K	Hold	280	–	–	0.01%	417
2021 Q2	$24K	Hold	280	–	–	0.01%	427
2021 Q1	$23K	Hold	280	–	–	0.01%	382
2020 Q4	$23K	Buy	+280	New	+$21.6K	0.01%	380

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

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

SOA Wealth Advisors's XLY Position: Q3 2025 in Review

SOA Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 280 shares — an estimated $30.4K sold.

SOA Wealth Advisors first reported a position in XLY in Q4 2020 and held it in 19 quarters. The position peaked at $33.7K in Q2 2023. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

SOA Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
SOA Wealth Advisors sold 280 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $30.4K.
SOA Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 19 quarters.
SOA Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $33.7K in Q2 2023.
1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.