Stonebridge Financial Group (Pennsylvania)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	–	Sell	-217,302	Closed	-$26M	–	262
2025 Q3	$26M	Buy	+217,302	New	+$24.9M	2.29%	14
2025 Q2	–	Sell	-424	Closed	-$41.9K	–	967
2025 Q1	$41.9K	Sell	424 -193,844	-100%	-$21M	﹤0.01%	411
2024 Q4	$21.8M	Buy	+194,268	New	+$20.8M	2.4%	12

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s XLY Position: Q4 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 217,302 shares — an estimated $26M sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in XLY in Q4 2024 and held it in 3 quarters. The position peaked at $26M in Q3 2025. 1,360 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

Stonebridge Financial Group (Pennsylvania) reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 217,302 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $26M.
Stonebridge Financial Group (Pennsylvania) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
Stonebridge Financial Group (Pennsylvania)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $26M in Q3 2025.
1,360 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q4 2025, filed 21 Jan 2026.