World Equity Group’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
-40,288
Closed -$4.52M 389
2024
Q4
$4.52M Buy
+40,288
New +$4.31M 0.97% 19
2024
Q1
Sell
-2,242
Closed -$200K 371
2023
Q4
$200K Buy
+2,242
New +$186K 0.04% 317
2023
Q3
Sell
-2,952
Closed -$251K 383
2023
Q2
$251K Sell
2,952
-18,702
-86% -$1.43M 0.07% 263
2023
Q1
$666K Buy
+21,654
New +$1.55M 0.1% 221
2022
Q4
Sell
-3,850
Closed -$274K 346
2022
Q3
$274K Buy
+3,850
New +$301K 0.07% 258
2022
Q2
Sell
-21,752
Closed -$2.01M 405
2022
Q1
$2.01M Buy
+21,752
New +$1.99M 0.43% 59

Other funds holding XLY

World Equity Group's XLY Position: Q1 2025 in Review

World Equity Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 40,288 shares — an estimated $4.52M sold.

World Equity Group first reported a position in XLY in Q1 2022 and held it in 6 quarters. The position peaked at $4.52M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • World Equity Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • World Equity Group sold 40,288 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $4.52M.
  • World Equity Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
  • World Equity Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.52M 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 World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.