XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND

Ownership history in Graypoint LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Graypoint LLC reported a position in CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.12% (2022 Q1)
Avg. % of fund
1.61%
First filed
2020 Q1
Last filed
2025 Q2
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 94,236 -1,563 -1.6% 1.15% $20.5M $108.26
2025 Q1 REDUCED 95,799 -7,572 -7.3% 1.18% $18.9M $98.15
2024 Q4 REDUCED 103,371 -10,380 -9.1% 1.40% $23.2M $111.21
2024 Q3 REDUCED 113,751 -1,316 -1.1% 1.46% $22.8M $99.14
2024 Q2 ADDED 115,067 +5,691 +5.2% 1.45% $21.0M $90.06
2024 Q1 ADDED 109,376 +748 +0.7% 1.45% $20.1M $90.60
2023 Q4 REDUCED 108,628 -3,944 -3.5% 1.57% $19.4M $87.91
2023 Q3 REDUCED 112,572 -4,410 -3.8% 1.70% $18.1M $79.00
2023 Q2 REDUCED 116,982 -9,210 -7.3% 1.97% $19.9M $83.19
2023 Q1 ADDED 126,192 +16,455 +15.0% 2.05% $18.9M $73.11
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLY price (monthly, adj. close)
← Back to Graypoint LLC Holdings