Spectrum Wealth Counsel’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
$11.8K Buy
+120
New +$13K ﹤0.01% 225
2024
Q4
Sell
-374
Closed -$37.5K 409
2024
Q3
$37.5K Sell
374
-36
-9% -$3.37K ﹤0.01% 189
2024
Q2
$37.4K Sell
410
-77,572
-99% -$6.89M ﹤0.01% 222
2024
Q1
$7.17M Buy
77,982
+76,658
+5,790% +$6.83M 0.88% 35
2023
Q4
$118K Buy
+1,324
New +$110K 0.02% 155

Other funds holding XLY

Spectrum Wealth Counsel's XLY Position: Q1 2025 in Review

Spectrum Wealth Counsel opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025: 120 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #225 among its holdings. This is a return to the name: Spectrum Wealth Counsel previously reported a position in XLY as recently as Q3 2024.

Spectrum Wealth Counsel first reported a position in XLY in Q4 2023 and has held it in 5 quarters since. The position peaked at $7.17M in Q1 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • Spectrum Wealth Counsel held 120 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $11.8K as of Q1 2025.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new Spectrum Wealth Counsel position in Q1 2025.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #225 holding.
  • Spectrum Wealth Counsel first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
  • Spectrum Wealth Counsel's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.17M in Q1 2024.
  • 1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.