Avalon Trust’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
$214K Buy
1,960
+770
+65% +$90K 0.01% 148
2025
Q4
$142K Sell
1,190
-172
-13% -$20.4K 0.01% 173
2025
Q3
$163K Buy
+1,362
New +$156K 0.01% 184

Other funds holding XLY

Avalon Trust's XLY Position: Q1 2026 in Review

Avalon Trust increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 65% in Q1 2026, buying an estimated $90K and bringing the position to 1,960 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #148.

Avalon Trust first reported a position in XLY in Q3 2025 and has held it in 3 quarters since. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Avalon Trust held 1,960 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $214K as of Q1 2026.
  • Avalon Trust bought 770 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $90K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #148 holding.
  • Avalon Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 3 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 Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.