Braun Stacey Associates’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
$217K Buy
1,989
+20
+1% +$2.34K 0.01% 111
2025
Q4
$235K Buy
1,969
+5
+0.3% +$593 0.01% 110
2025
Q3
$235K Hold
1,964
0.01% 112
2025
Q2
$213K Buy
+1,964
New +$201K 0.01% 112
2025
Q1
Sell
-1,966
Closed -$221K 124
2024
Q4
$221K Buy
+1,966
New +$210K 0.01% 115

Other funds holding XLY

Braun Stacey Associates's XLY Position: Q1 2026 in Review

Braun Stacey Associates increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1% in Q1 2026, buying an estimated $2.34K and bringing the position to 1,989 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #111.

Braun Stacey Associates first reported a position in XLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $235K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Braun Stacey Associates held 1,989 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $217K as of Q1 2026.
  • Braun Stacey Associates bought 20 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $2.34K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Braun Stacey Associates's portfolio in Q1 2026, its #111 holding.
  • Braun Stacey Associates first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
  • Braun Stacey Associates's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $235K in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.