The Family Firm’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
Q2 | – | Sell |
-9,558
| Closed | -$944K | – | 213 |
|
|
2025
Q1 | $944K | Buy |
9,558
+10
| +0.1% | +$1.08K | 0.21% | 80 |
|
|
2024
Q4 | $1.07M | Sell |
9,548
-86
| -0.9% | -$9.2K | 0.24% | 78 |
|
|
2024
Q3 | $965K | Sell |
9,634
-40
| -0.4% | -$3.74K | 0.21% | 81 |
|
|
2024
Q2 | $882K | Buy |
9,674
+8
| +0.1% | +$711 | 0.2% | 81 |
|
|
2024
Q1 | $889K | Buy |
9,666
+8
| +0.1% | +$712 | 0.22% | 80 |
|
|
2023
Q4 | $863K | Sell |
9,658
-268
| -3% | -$22.2K | 0.22% | 78 |
|
|
2023
Q3 | $799K | Buy |
9,926
+8
| +0.1% | +$676 | 0.22% | 77 |
|
|
2023
Q2 | $842K | Buy |
9,918
+8
| +0.1% | +$613 | 0.22% | 78 |
|
|
2023
Q1 | $741K | Sell |
9,910
-672
| -6% | -$48.2K | 0.21% | 85 |
|
|
2022
Q4 | $683K | Buy |
10,582
+12
| +0.1% | +$837 | 0.2% | 89 |
|
|
2022
Q3 | $753K | Sell |
10,570
-306
| -3% | -$23.9K | 0.24% | 78 |
|
|
2022
Q2 | $748K | Sell |
10,876
-188
| -2% | -$14.8K | 0.22% | 80 |
|
|
2022
Q1 | $1.02M | Buy |
11,064
+368
| +3% | +$33.7K | 0.27% | 72 |
|
|
2021
Q4 | $1.09M | Buy |
10,696
+6
| +0.1% | +$598 | 0.28% | 68 |
|
|
2021
Q3 | $1.02M | Buy |
10,690
+8
| +0.1% | +$727 | 0.27% | 69 |
|
|
2021
Q2 | $954K | Buy |
10,682
+6
| +0.1% | +$523 | 0.26% | 69 |
|
|
2021
Q1 | $897K | Buy |
10,676
+8
| +0.1% | +$665 | 0.26% | 67 |
|
|
2020
Q4 | $884K | Buy |
10,668
+10
| +0.1% | +$771 | 0.26% | 67 |
|
|
2020
Q3 | $783K | Buy |
10,658
+10
| +0.1% | +$708 | 0.28% | 63 |
|
|
2020
Q2 | $680K | Buy |
10,648
+10
| +0.1% | +$590 | 0.25% | 69 |
|
|
2020
Q1 | $522K | Buy |
10,638
+18
| +0.2% | +$1.06K | 0.22% | 69 |
|
|
2019
Q4 | $666K | Sell |
10,620
-156
| -1% | -$9.49K | 0.23% | 69 |
|
|
2019
Q3 | $650K | Buy |
10,776
+14
| +0.1% | +$844 | 0.23% | 68 |
|
|
2019
Q2 | $641K | Buy |
10,762
+14
| +0.1% | +$819 | 0.23% | 70 |
|
|
2019
Q1 | $612K | Sell |
10,748
-284
| -3% | -$15.4K | 0.22% | 69 |
|
|
2018
Q4 | $546K | Buy |
11,032
+16
| +0.1% | +$846 | 0.22% | 68 |
|
|
2018
Q3 | $646K | Sell |
11,016
-1,998
| -15% | -$114K | 0.23% | 66 |
|
|
2018
Q2 | $711K | Sell |
13,014
-348
| -3% | -$18.4K | 0.27% | 58 |
|
|
2018
Q1 | $677K | Sell |
13,362
-266
| -2% | -$13.9K | 0.26% | 59 |
|
|
2017
Q4 | $672K | Buy |
13,628
+22
| +0.2% | +$1.03K | 0.27% | 59 |
|
|
2017
Q3 | $613K | Buy |
13,606
+24
| +0.2% | +$1.08K | 0.26% | 60 |
|
|
2017
Q2 | $609K | Sell |
13,582
-1,084
| -7% | -$48.5K | 0.27% | 60 |
|
|
2017
Q1 | $645K | Buy |
14,666
+22
| +0.2% | +$942 | 0.31% | 56 |
|
|
2016
Q4 | $596K | Sell |
14,644
-382
| -3% | -$15.4K | 0.28% | 59 |
|
|
2016
Q3 | $601K | Buy |
15,026
+32
| +0.2% | +$1.29K | 0.29% | 59 |
|
|
2016
Q2 | $585K | Buy |
14,994
+764
| +5% | +$30.1K | 0.29% | 56 |
|
|
2016
Q1 | $563K | Sell |
14,230
-570
| -4% | -$21.2K | 0.29% | 58 |
|
|
2015
Q4 | $578K | Sell |
14,800
-2,490
| -14% | -$98.8K | 0.31% | 57 |
|
|
2015
Q3 | $642K | Buy |
17,290
+28
| +0.2% | +$1.08K | 0.35% | 52 |
|
|
2015
Q2 | $660K | Buy |
17,262
+2,164
| +14% | +$82.8K | 0.34% | 48 |
|
|
2015
Q1 | $569K | Buy |
15,098
+20
| +0.1% | +$735 | 0.29% | 53 |
|
|
2014
Q4 | $544K | Buy |
+15,078
| New | +$517K | 0.28% | 54 |
|
Other funds holding XLY
PCH
The Family Firm's XLY Position: Q2 2025 in Review
The Family Firm sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2025, closing a stake of 9,558 shares — an estimated $944K sold.
The Family Firm first reported a position in XLY in Q4 2014 and held it in 42 quarters. The position peaked at $1.09M in Q4 2021. 1,243 funds tracked by Wall St. Rank hold XLY as of Q2 2025.
- The Family Firm reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
- The Family Firm sold 9,558 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $944K.
- The Family Firm first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and held it in 42 quarters.
- The Family Firm's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.09M in Q4 2021.
- 1,243 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.
Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.