Cape Investment Advisory’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
Sell
-96
Closed -$11.5K 1240
2025
Q4
$11.5K Buy
+96
New +$11.4K ﹤0.01% 726
2025
Q2
Sell
-60
Closed -$5.92K 1267
2025
Q1
$5.92K Buy
60
+26
+76% +$2.82K ﹤0.01% 712
2024
Q4
$3.81K Buy
+34
New +$3.64K ﹤0.01% 797
2024
Q1
Sell
-154
Closed -$13.8K 1189
2023
Q4
$13.8K Sell
154
-714
-82% -$59.1K 0.01% 601
2023
Q3
$69.9K Buy
868
+24
+3% +$2.03K 0.04% 252
2023
Q2
$71.7K Buy
844
+216
+34% +$16.5K 0.04% 240
2023
Q1
$47K Buy
+628
New +$45K 0.03% 273

Other funds holding XLY

Cape Investment Advisory's XLY Position: Q1 2026 in Review

Cape Investment Advisory sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 96 shares — an estimated $11.5K sold.

Cape Investment Advisory first reported a position in XLY in Q1 2023 and held it in 7 quarters. The position peaked at $71.7K in Q2 2023. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Cape Investment Advisory reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 96 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $11.5K.
  • Cape Investment Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and held it in 7 quarters.
  • Cape Investment Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $71.7K in Q2 2023.
  • 1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.