Winton Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Winton 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 Q1	–	Sell	-3,542	Closed	-$397K	–	808
2024 Q4	$397K	Buy	+3,542	New	+$379K	0.03%	489
2023 Q4	–	Sell	-6,588	Closed	-$530K	–	871
2023 Q3	$530K	Sell	6,588 -10,460	-61%	-$884K	0.04%	226
2023 Q2	$1.45M	Buy	+17,048	New	+$1.31M	0.12%	133
2023 Q1	–	Sell	-18,006	Closed	-$1.16M	–	1081
2022 Q4	$1.16M	Sell	18,006 -1,570	-8%	-$109K	0.08%	364
2022 Q3	$1.39M	Buy	+19,576	New	+$1.53M	0.09%	311
2021 Q3	–	Sell	-201,584	Closed	-$18M	–	1499
2021 Q2	$18M	Buy	201,584 +28,014	+16%	+$2.44M	0.97%	6
2021 Q1	$14.6M	Sell	173,570 -118,698	-41%	-$9.87M	0.83%	7
2020 Q4	$23.5M	Buy	292,268 +14,566	+5%	+$1.12M	1.7%	3
2020 Q3	$20.4M	Buy	277,702 +244,360	+733%	+$17.3M	0.66%	4
2020 Q2	$2.13M	Buy	+33,342	New	+$1.97M	0.05%	622

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winton Group's XLY Position: Q1 2025 in Review

Winton Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 3,542 shares — an estimated $397K sold.

Winton Group first reported a position in XLY in Q2 2020 and held it in 10 quarters. The position peaked at $23.5M in Q4 2020. 1,220 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

Winton Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Winton Group sold 3,542 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $397K.
Winton Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and held it in 10 quarters.
Winton Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $23.5M in Q4 2020.
1,220 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on Winton Group's 13F filing for Q1 2025, filed 15 May 2025.