Vantage Financial Partners (Wisconsin)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$286K	Buy	+2,399	New	+$284K	0.06%	167
2025 Q2	–	Sell	-2,102	Closed	-$208K	–	209
2025 Q1	$208K	Buy	+2,102	New	+$228K	0.05%	181
2024 Q4	–	Sell	-3,494	Closed	-$350K	–	210
2024 Q3	$350K	Buy	+3,494	New	+$327K	0.09%	125

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s XLY Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025: 2,399 shares worth $286K. The stake represents 0.06% of the portfolio and ranks #167 among its holdings. This is a return to the name: Vantage Financial Partners (Wisconsin) previously reported a position in XLY as recently as Q1 2025.

Vantage Financial Partners (Wisconsin) first reported a position in XLY in Q3 2024 and has held it in 3 quarters since. The position peaked at $350K in Q3 2024. 1,363 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 2,399 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $286K as of Q4 2025.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Vantage Financial Partners (Wisconsin) position in Q4 2025.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #167 holding.
Vantage Financial Partners (Wisconsin) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and has held it in 3 quarters since.
Vantage Financial Partners (Wisconsin)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $350K in Q3 2024.
1,363 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.