Whalen Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
PCH
Whalen Wealth Management's XLY Position: Q2 2025 in Review
Whalen Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2025, closing a stake of 2,608 shares — an estimated $257K sold.
Whalen Wealth Management first reported a position in XLY in Q1 2024 and held it in 5 quarters. The position peaked at $299K in Q4 2024. 1,241 funds tracked by Wall St. Rank hold XLY as of Q2 2025.
- Whalen Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
- Whalen Wealth Management sold 2,608 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $257K.
- Whalen Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and held it in 5 quarters.
- Whalen Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $299K in Q4 2024.
- 1,241 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.
Based on Whalen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.