Arete Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Arete Wealth Advisors's XLY Position: Q1 2026 in Review
Arete Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.1% in Q1 2026, selling an estimated $14.6K and leaving 10,748 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #209.
Arete Wealth Advisors first reported a position in XLY in Q1 2015 and has held it in 23 quarters since. The position peaked at $231M in Q4 2022. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.
- Arete Wealth Advisors held 10,748 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.17M as of Q1 2026.
- Arete Wealth Advisors sold 125 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $14.6K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Arete Wealth Advisors's portfolio in Q1 2026, its #209 holding.
- Arete Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 23 quarters since.
- Arete Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $231M in Q4 2022.
- 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.