Capital Insight Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Capital Insight Partners’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	-35,459	Closed	-$4.23M	–	132
2025 Q4	$4.23M	Sell	35,459 -5,097	-13%	-$604K	0.9%	36
2025 Q3	$4.86M	Buy	40,556 +5,270	+15%	+$603K	0.8%	40
2025 Q2	$3.83M	Sell	35,286 -2,684	-7%	-$274K	0.67%	48
2025 Q1	$3.75M	Buy	37,970 +24,630	+185%	+$2.67M	0.65%	50
2024 Q4	$1.5M	Sell	13,340 -1,052	-7%	-$113K	0.26%	83
2024 Q3	$1.44M	Sell	14,392 -30	-0.2%	-$2.8K	0.25%	80
2024 Q2	$1.32M	Sell	14,422 -72	-0.5%	-$6.4K	0.25%	83
2024 Q1	$1.33M	Sell	14,494 -128	-0.9%	-$11.4K	0.25%	81
2023 Q4	$1.31M	Sell	14,622 -36	-0.2%	-$2.98K	0.27%	81
2023 Q3	$1.18M	Sell	14,658 -708	-5%	-$59.9K	0.27%	83
2023 Q2	$1.3M	Sell	15,366 -380	-2%	-$29.1K	0.29%	83
2023 Q1	$1.18M	Sell	15,746 -196	-1%	-$14.1K	0.28%	89
2022 Q4	$1.03M	Sell	15,942 -576	-3%	-$40.2K	0.27%	89
2022 Q3	$1.18M	Sell	16,518 -6,260	-27%	-$490K	0.32%	81
2022 Q2	$1.57M	Sell	22,778 -1,980	-8%	-$156K	0.37%	88
2022 Q1	$2.29M	Sell	24,758 -758	-3%	-$69.4K	0.47%	72
2021 Q4	$2.61M	Sell	25,516 -774	-3%	-$77.1K	0.53%	65
2021 Q3	$2.36M	Sell	26,290 -746	-3%	-$67.8K	0.51%	73
2021 Q2	$2.41M	Sell	27,036 -294	-1%	-$25.6K	0.55%	71
2021 Q1	$2.3M	Sell	27,330 -15,574	-36%	-$1.3M	0.56%	70
2020 Q4	$3.45M	Sell	42,904 -1,532	-3%	-$118K	0.87%	35
2020 Q3	$3.27M	Buy	44,436 +5,862	+15%	+$415K	0.92%	31
2020 Q2	$2.46M	Buy	+38,574	New	+$2.27M	0.78%	42

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Insight Partners's XLY Position: Q1 2026 in Review

Capital Insight Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 35,459 shares — an estimated $4.23M sold.

Capital Insight Partners first reported a position in XLY in Q2 2020 and held it in 23 quarters. The position peaked at $4.86M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Capital Insight Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 35,459 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $4.23M.
Capital Insight Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and held it in 23 quarters.
Capital Insight Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.86M 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 Capital Insight Partners's 13F filing for Q1 2026.