W.H. Cornerstone Investments’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
-3,810
Closed -$376K 125
2025
Q1
$376K Buy
3,810
+1,954
+105% +$212K 0.26% 84
2024
Q4
$208K Buy
+1,856
New +$198K 0.14% 113

Other funds holding XLY

W.H. Cornerstone Investments's XLY Position: Q2 2025 in Review

W.H. Cornerstone Investments sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2025, closing a stake of 3,810 shares — an estimated $376K sold.

W.H. Cornerstone Investments first reported a position in XLY in Q4 2024 and held it in 2 quarters. The position peaked at $376K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

  • W.H. Cornerstone Investments reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 3,810 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $376K.
  • W.H. Cornerstone Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
  • W.H. Cornerstone Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $376K in Q1 2025.
  • 1,241 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2025, filed 8 Aug 2025.