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

SS&H 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 Q4	$279K	Hold	2,334	–	–	0.08%	114
2025 Q3	$280K	Hold	2,334	–	–	0.09%	115
2025 Q2	$254K	Sell	2,334 -1,166	-33%	-$119K	0.08%	113
2025 Q1	$346K	Sell	3,500 -1,166	-25%	-$126K	0.13%	105
2024 Q4	$524K	Hold	4,666	–	–	0.19%	89
2024 Q3	$467K	Hold	4,666	–	–	0.17%	95
2024 Q2	$426K	Hold	4,666	–	–	0.17%	99
2024 Q1	$429K	Hold	4,666	–	–	0.18%	94
2023 Q4	$417K	Hold	4,666	–	–	0.18%	96
2023 Q3	$376K	Buy	+4,666	New	+$394K	0.18%	98
2023 Q1	$349K	Buy	+4,666	New	+$335K	0.16%	105

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SS&H Financial Advisors's XLY Position: Q4 2025 in Review

SS&H Financial Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q4 2025 at 2,334 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #114.

SS&H Financial Advisors first reported a position in XLY in Q1 2023 and has held it in 11 quarters since. The position peaked at $524K in Q4 2024. 1,357 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

SS&H Financial Advisors held 2,334 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $279K as of Q4 2025.
SS&H Financial Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.08% of SS&H Financial Advisors's portfolio in Q4 2025, its #114 holding.
SS&H Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and has held it in 11 quarters since.
SS&H Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $524K in Q4 2024.
1,357 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.