SXL
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Summit X LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Summit X LLC’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
-2,772
Closed -$301K – 247
2025
Q2 		$301K Sell
2,772
-16
-0.6% -$1.64K 0.06% 192
2025
Q1 		$275K Buy
2,788
+96
+4% +$10.4K 0.06% 183
2024
Q4 		$302K Buy
2,692
+52
+2% +$5.56K 0.07% 168
2024
Q3 		$241K Sell
2,640
-156
-6% -$14.6K 0.06% 182
2024
Q2 		$256K Buy
2,796
+276
+11% +$24.5K 0.06% 203
2024
Q1 		$232K Buy
+2,520
New +$224K 0.06% 181

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit X LLC's XLY Position: Q3 2025 in Review

Summit X LLC sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 2,772 shares — an estimated $301K sold.

Summit X LLC first reported a position in XLY in Q1 2024 and held it in 6 quarters. The position peaked at $302K in Q4 2024. 1,275 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

  • Summit X LLC reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 2,772 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $301K.
  • Summit X LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and held it in 6 quarters.
  • Summit X LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $302K in Q4 2024.
  • 1,275 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.