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Strategic Wealth Investment Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Strategic Wealth Investment Group’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
Q1 		– Sell
-2,838
Closed -$318K – 131
2024
Q4 		$318K Sell
2,838
-612
-18% -$65.5K 0.04% 111
2024
Q3 		$344K Sell
3,450
-12,974
-79% -$1.21M 0.04% 102
2024
Q2 		$1.5M Buy
+16,424
New +$1.46M 0.19% 64
2023
Q4 		$11.4M Buy
127,242
+7,370
+6% +$610K 1.71% 20
2023
Q3 		$9.65M Buy
119,872
+3,506
+3% +$296K 1.75% 18
2023
Q2 		$9.88M Buy
116,366
+29,462
+34% +$2.26M 1.57% 21
2023
Q1 		$6.5M Buy
86,904
+10,890
+14% +$781K 1.21% 25
2022
Q4 		$5.24M Buy
76,014
+14,346
+23% +$1M 1.21% 26
2022
Q3 		$4.39M Buy
61,668
+10,736
+21% +$840K 1.26% 20
2022
Q2 		$3.5M Buy
+50,932
New +$4.01M 0.88% 37

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Wealth Investment Group's XLY Position: Q1 2025 in Review

Strategic Wealth Investment Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 2,838 shares — an estimated $318K sold.

Strategic Wealth Investment Group first reported a position in XLY in Q2 2022 and held it in 10 quarters. The position peaked at $11.4M in Q4 2023. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • Strategic Wealth Investment Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 2,838 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $318K.
  • Strategic Wealth Investment Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2022 and held it in 10 quarters.
  • Strategic Wealth Investment Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $11.4M in Q4 2023.
  • 1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2025, filed 14 Apr 2025.