Transform Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Transform Wealth’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	-60,670	Closed	-$6.81M	–	274
2024 Q4	$6.81M	Buy	+60,670	New	+$6.49M	0.38%	66
2023 Q1	–	Sell	-5,792	Closed	-$374K	–	265
2022 Q4	$374K	Buy	5,792 +2,094	+57%	+$146K	0.04%	168
2022 Q3	$263K	Sell	3,698 -486	-12%	-$38K	0.03%	161
2022 Q2	$288K	Sell	4,184 -482	-10%	-$38K	0.04%	167
2022 Q1	$432K	Sell	4,666 -71,094	-94%	-$6.51M	0.05%	164
2021 Q4	$7.74M	Sell	75,760 -16,158	-18%	-$1.61M	0.81%	44
2021 Q3	$8.25M	Buy	91,918 +87,450	+1,957%	+$7.94M	0.95%	38
2021 Q2	$399K	Sell	4,468 -976	-18%	-$85K	0.05%	187
2021 Q1	$457K	Buy	5,444 +88	+2%	+$7.32K	0.09%	165
2020 Q4	$431K	Sell	5,356 -52	-1%	-$4.01K	0.09%	158
2020 Q3	$397K	Buy	5,408 +482	+10%	+$34.1K	0.06%	160
2020 Q2	$315K	Buy	+4,926	New	+$290K	0.05%	178
2020 Q1	–	Sell	-3,434	Closed	-$215K	–	241
2019 Q4	$215K	Sell	3,434 -17,210	-83%	-$1.05M	0.03%	216
2019 Q3	$1.25M	Buy	20,644 +12,780	+163%	+$770K	0.22%	108
2019 Q2	$468K	Buy	+7,864	New	+$460K	0.07%	174
2017 Q1	–	Sell	-7,174	Closed	-$292K	–	231
2016 Q4	$292K	Buy	7,174 +292	+4%	+$11.8K	0.12%	178
2016 Q3	$275K	Buy	6,882 +522	+8%	+$21K	0.12%	178
2016 Q2	$248K	Buy	+6,360	New	+$250K	0.1%	189

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Transform Wealth's XLY Position: Q1 2025 in Review

Transform Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 60,670 shares — an estimated $6.81M sold.

Transform Wealth first reported a position in XLY in Q2 2016 and held it in 18 quarters. The position peaked at $8.25M in Q3 2021. 1,219 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

Transform Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Transform Wealth sold 60,670 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $6.81M.
Transform Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2016 and held it in 18 quarters.
Transform Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.25M in Q3 2021.
1,219 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.