Carret Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Carret Asset Management's XLY Position: Q1 2026 in Review
Carret Asset Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 27% in Q1 2026, buying an estimated $59.6K and bringing the position to 2,378 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #255.
Carret Asset Management first reported a position in XLY in Q4 2024 and has held it in 5 quarters since. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.
- Carret Asset Management held 2,378 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $259K as of Q1 2026.
- Carret Asset Management bought 510 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $59.6K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Carret Asset Management's portfolio in Q1 2026, its #255 holding.
- Carret Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 5 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 Carret Asset Management's 13F filing for Q1 2026, filed 15 May 2026.