Alpine Woods Capital Investors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Alpine Woods Capital Investors’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
2026 Q1	$414K	Hold	3,800	–	–	0.1%	122
2025 Q4	$454K	Hold	3,800	–	–	0.11%	135
2025 Q3	$455K	Hold	3,800	–	–	0.11%	116
2025 Q2	$413K	Hold	3,800	–	–	0.1%	125
2025 Q1	$375K	Hold	3,800	–	–	0.09%	129
2024 Q4	$426K	Hold	3,800	–	–	0.08%	145
2024 Q3	$417K	Hold	3,800	–	–	0.07%	148
2024 Q2	$347K	Hold	3,800	–	–	0.05%	157
2024 Q1	$334K	Hold	3,800	–	–	0.07%	154
2023 Q4	$340K	Hold	3,800	–	–	0.05%	145
2023 Q3	$306K	Hold	3,800	–	–	0.05%	142
2023 Q2	$323K	Hold	3,800	–	–	0.05%	139
2023 Q1	$284K	Hold	3,800	–	–	0.04%	153
2022 Q4	$245K	Sell	3,800 -44,000	-92%	-$3.07M	0.04%	170
2022 Q3	$3.4M	Hold	47,800	–	–	0.46%	78
2022 Q2	$3.29M	Hold	47,800	–	–	0.41%	88
2022 Q1	$4.42M	Sell	47,800 -5,200	-10%	-$476K	0.47%	81
2021 Q4	$5.42M	Hold	53,000	–	–	0.53%	67
2021 Q3	$4.75M	Hold	53,000	–	–	0.51%	72
2021 Q2	$4.73M	Hold	53,000	–	–	0.49%	76
2021 Q1	$4.45M	Hold	53,000	–	–	0.49%	73
2020 Q4	$4.26M	Hold	53,000	–	–	0.52%	67
2020 Q3	$3.9M	Hold	53,000	–	–	0.59%	53
2020 Q2	$3.38M	Hold	53,000	–	–	0.65%	46
2020 Q1	$2.6M	Buy	53,000 +44,000	+489%	+$2.6M	0.58%	46
2019 Q4	$564K	Hold	9,000	–	–	0.11%	170
2019 Q3	$543K	Sell	9,000 -21,000	-70%	-$1.27M	0.1%	161
2019 Q2	$1.79M	Hold	30,000	–	–	0.37%	68
2019 Q1	$1.71M	Hold	30,000	–	–	0.37%	66
2018 Q4	$1.49M	Buy	+30,000	New	+$1.59M	0.36%	66

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Alpine Woods Capital Investors's XLY Position: Q1 2026 in Review

Alpine Woods Capital Investors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 3,800 shares worth $414K. The position accounts for 0.1% of the portfolio, ranked #122.

Alpine Woods Capital Investors first reported a position in XLY in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.42M in Q4 2021. 1,286 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Alpine Woods Capital Investors held 3,800 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $414K as of Q1 2026.
Alpine Woods Capital Investors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #122 holding.
Alpine Woods Capital Investors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Alpine Woods Capital Investors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.42M in Q4 2021.
1,286 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.