XF
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XML Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

XML Financial’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
Q4 		– Sell
-1,682
Closed -$202K – 462
2025
Q3 		$202K Buy
+1,682
New +$192K 0.02% 373

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

XML Financial's XLY Position: Q4 2025 in Review

XML Financial sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 1,682 shares — an estimated $202K sold.

XML Financial first reported a position in XLY in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

  • XML Financial reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • XML Financial sold 1,682 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $202K.
  • XML Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • XML Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $202K in Q3 2025.
  • 1,357 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on XML Financial's 13F filing for Q4 2025, filed 11 Feb 2026.