Cassaday & Co Wealth Management’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
$726K Hold
6,662
0.02% 174
2025
Q4
$796K Sell
6,662
-1,010
-13% -$120K 0.02% 161
2025
Q3
$919K Sell
7,672
-230
-3% -$26.3K 0.02% 143
2025
Q2
$859K Buy
7,902
+212
+3% +$21.7K 0.02% 145
2025
Q1
$759K Sell
7,690
-88
-1% -$9.54K 0.02% 147
2024
Q4
$872K Buy
7,778
+108
+1% +$11.6K 0.02% 128
2024
Q3
$768K Sell
7,670
-160
-2% -$15K 0.02% 141
2024
Q2
$714K Sell
7,830
-22
-0.3% -$1.96K 0.02% 143
2024
Q1
$722K Buy
7,852
+404
+5% +$36K 0.02% 142
2023
Q4
$666K Buy
7,448
+46
+0.6% +$3.81K 0.02% 137
2023
Q3
$596K Buy
7,402
+2,020
+38% +$171K 0.02% 133
2023
Q2
$457K Sell
5,382
-2,492
-32% -$191K 0.02% 162
2023
Q1
$589K Buy
7,874
+472
+6% +$33.8K 0.03% 140
2022
Q4
$478K Buy
+7,402
New +$516K 0.02% 148

Other funds holding XLY

Cassaday & Co Wealth Management's XLY Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 6,662 shares worth $726K. The position accounts for 0.02% of the portfolio, ranked #174.

Cassaday & Co Wealth Management first reported a position in XLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $919K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Cassaday & Co Wealth Management held 6,662 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $726K as of Q1 2026.
  • Cassaday & Co Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #174 holding.
  • Cassaday & Co Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • Cassaday & Co Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $919K 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 Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.