Westwood Wealth Management’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
Q4
Sell
-1,790
Closed -$214K 131
2025
Q3
$214K Buy
+1,790
New +$205K 0.08% 44
2025
Q1
Sell
-1,790
Closed -$201K 49
2024
Q4
$201K Buy
+1,790
New +$191K 0.07% 47

Other funds holding XLY

Westwood Wealth Management's XLY Position: Q4 2025 in Review

Westwood Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 1,790 shares — an estimated $214K sold.

Westwood Wealth Management first reported a position in XLY in Q4 2024 and held it in 2 quarters. The position peaked at $214K in Q3 2025. 1,360 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

  • Westwood Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Westwood Wealth Management sold 1,790 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $214K.
  • Westwood Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
  • Westwood Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $214K in Q3 2025.
  • 1,360 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Westwood Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.