Aspen Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Aspen Investment Management’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	–	Sell	-1,830	Closed	-$219K	–	182
2025 Q4	$219K	Buy	+1,830	New	+$217K	0.07%	175
2025 Q2	–	Sell	-10,820	Closed	-$1.07M	–	157
2025 Q1	$1.07M	Buy	10,820 +2,990	+38%	+$324K	0.49%	59
2024 Q4	$878K	Buy	7,830 +3,790	+94%	+$405K	0.41%	70
2024 Q3	$405K	Buy	+4,040	New	+$378K	0.19%	110

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Aspen Investment Management's XLY Position: Q1 2026 in Review

Aspen Investment Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,830 shares — an estimated $219K sold.

Aspen Investment Management first reported a position in XLY in Q3 2024 and held it in 4 quarters. The position peaked at $1.07M in Q1 2025. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Aspen Investment Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Aspen Investment Management sold 1,830 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $219K.
Aspen Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and held it in 4 quarters.
Aspen Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.07M in Q1 2025.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Aspen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.