Vishria Bird Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Vishria Bird Financial 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 Q3	$966K	Hold	8,060	–	–	0.19%	45
2025 Q2	$876K	Hold	8,060	–	–	0.29%	36
2025 Q1	$796K	Hold	8,060	–	–	0.27%	39
2024 Q4	$904K	Hold	8,060	–	–	0.32%	36
2024 Q3	$807K	Hold	8,060	–	–	0.31%	37
2024 Q2	$735K	Hold	8,060	–	–	0.31%	35
2024 Q1	$741K	Hold	8,060	–	–	0.32%	34
2023 Q4	$721K	Hold	8,060	–	–	0.34%	32
2023 Q3	$649K	Hold	8,060	–	–	0.37%	31
2023 Q2	$684K	Hold	8,060	–	–	0.41%	29
2023 Q1	$603K	Hold	8,060	–	–	0.39%	30
2022 Q4	$521K	Hold	8,060	–	–	0.36%	32
2022 Q3	$574K	Hold	8,060	–	–	0.39%	31
2022 Q2	$554K	Hold	8,060	–	–	0.37%	29
2022 Q1	$746K	Hold	8,060	–	–	0.41%	28
2021 Q4	$824K	Hold	8,060	–	–	0.38%	31
2021 Q3	$723K	Hold	8,060	–	–	0.38%	34
2021 Q2	$720K	Hold	8,060	–	–	0.35%	37
2021 Q1	$677K	Hold	8,060	–	–	0.37%	34
2020 Q4	$648K	Hold	8,060	–	–	0.37%	31
2020 Q3	$592K	Hold	8,060	–	–	0.37%	27
2020 Q2	$515K	Hold	8,060	–	–	0.4%	22
2020 Q1	$395K	Buy	8,060 +170	+2%	+$10K	0.41%	26
2019 Q4	$495K	Hold	7,890	–	–	0.48%	22
2019 Q3	$476K	Hold	7,890	–	–	0.54%	25
2019 Q2	$470K	Hold	7,890	–	–	0.47%	26
2019 Q1	$449K	Hold	7,890	–	–	0.45%	27
2018 Q4	$391K	Hold	7,890	–	–	0.43%	29
2018 Q3	$462K	Hold	7,890	–	–	0.4%	25
2018 Q2	$431K	Buy	+7,890	New	+$417K	0.4%	25

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

Goldman Sachs New York $871B AUM 31.28% 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

Vishria Bird Financial Group's XLY Position: Q3 2025 in Review

Vishria Bird Financial Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q3 2025 at 8,060 shares worth $966K. The position accounts for 0.19% of the portfolio, ranked #45.

Vishria Bird Financial Group first reported a position in XLY in Q2 2018 and has held it in 30 quarters since. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

Vishria Bird Financial Group held 8,060 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $966K as of Q3 2025.
Vishria Bird Financial Group left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.19% of Vishria Bird Financial Group's portfolio in Q3 2025, its #45 holding.
Vishria Bird Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and has held it in 30 quarters since.
1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.