WMS Partners’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
Q1
Sell
-4,402
Closed -$494K 291
2024
Q4
$494K Sell
4,402
-130
-3% -$13.9K 0.03% 189
2024
Q3
$454K Buy
+4,532
New +$424K 0.03% 190
2022
Q1
Sell
-1,982
Closed -$203K 305
2021
Q4
$203K Buy
+1,982
New +$197K 0.04% 204
2019
Q3
Sell
-5,126
Closed -$306K 236
2019
Q2
$306K Buy
+5,126
New +$300K 0.08% 160

Other funds holding XLY

WMS Partners's XLY Position: Q1 2025 in Review

WMS Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 4,402 shares — an estimated $494K sold.

WMS Partners first reported a position in XLY in Q2 2019 and held it in 4 quarters. The position peaked at $494K in Q4 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • WMS Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 4,402 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $494K.
  • WMS Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2019 and held it in 4 quarters.
  • WMS Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $494K in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.