Angeles Wealth Management’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
2026
Q1
$425K Buy
3,903
+1,468
+60% +$172K 0.02% 261
2025
Q4
$291K Buy
2,435
+1,105
+83% +$131K 0.02% 300
2025
Q3
$159K Hold
1,330
0.01% 346
2025
Q2
$145K Buy
1,330
+730
+122% +$74.6K 0.01% 347
2025
Q1
$59.2K Hold
600
﹤0.01% 324
2024
Q4
$67.3K Buy
+600
New +$64.2K 0.01% 332
2024
Q2
Sell
-40
Closed -$3.68K 325
2024
Q1
$3.68K Hold
40
﹤0.01% 287
2023
Q4
$3.58K Sell
40
-618
-94% -$51.2K ﹤0.01% 254
2023
Q3
$53K Buy
+658
New +$55.6K 0.01% 197

Other funds holding XLY

Angeles Wealth Management's XLY Position: Q1 2026 in Review

Angeles Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 60% in Q1 2026, buying an estimated $172K and bringing the position to 3,903 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #261.

Angeles Wealth Management first reported a position in XLY in Q3 2023 and has held it in 9 quarters since. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Angeles Wealth Management held 3,903 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $425K as of Q1 2026.
  • Angeles Wealth Management bought 1,468 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $172K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #261 holding.
  • Angeles Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and has held it in 9 quarters since.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.