Cavalier Investments’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Cavalier Investments’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	-18,613	Closed	-$2.22M	–	137
2025 Q4	$2.22M	Sell	18,613 -1,533	-8%	-$182K	0.11%	61
2025 Q3	$2.41M	Sell	20,146 -654	-3%	-$74.8K	0.2%	58
2025 Q2	$2.26M	Buy	+20,800	New	+$2.13M	0.68%	34
2025 Q1	–	Sell	-23,350	Closed	-$2.62M	–	88
2024 Q4	$2.62M	Buy	+23,350	New	+$2.5M	0.88%	26
2023 Q3	–	Sell	-46,932	Closed	-$3.98M	–	101
2023 Q2	$3.98M	Buy	+46,932	New	+$3.59M	1.45%	18
2021 Q1	–	Sell	-300	Closed	-$24K	–	121
2020 Q4	$24K	Buy	+300	New	+$23.1K	0.01%	97
2020 Q2	–	Sell	-40,716	Closed	-$2M	–	133
2020 Q1	$2M	Sell	40,716 -130,522	-76%	-$7.71M	1.18%	22
2019 Q4	$10.7M	Buy	171,238 +59,578	+53%	+$3.62M	4.65%	3
2019 Q3	$6.74M	Sell	111,660 -52,376	-32%	-$3.16M	2.91%	8
2019 Q2	$9.78M	Sell	164,036 -1,230	-0.7%	-$72K	4.09%	4
2019 Q1	$9.41M	Sell	165,266 -180,184	-52%	-$9.77M	3.87%	5
2018 Q4	$17.1M	Buy	345,450 +96,394	+39%	+$5.1M	5.51%	6
2018 Q3	$14.6M	Sell	249,056 -73,734	-23%	-$4.2M	4.24%	3
2018 Q2	$17.6M	Sell	322,790 -46,048	-12%	-$2.43M	5.95%	6
2018 Q1	$18.7M	Buy	368,838 +149,196	+68%	+$7.78M	6.6%	5
2017 Q4	$10.8M	Buy	219,642 +19,776	+10%	+$931K	4.33%	9
2017 Q3	$9M	Hold	199,866	–	–	4.33%	7
2017 Q2	$8.96M	Hold	199,866	–	–	4.99%	6
2017 Q1	$8.79M	Sell	199,866 -134,956	-40%	-$5.78M	4.92%	6
2016 Q4	$13.6M	Buy	334,822 +122,912	+58%	+$4.96M	8.78%	5
2016 Q3	$8.48M	Buy	211,910 +204,012	+2,583%	+$8.22M	5.15%	5
2016 Q2	$308K	Sell	7,898 -490,048	-98%	-$19.3M	0.18%	90
2016 Q1	$19.7M	Sell	497,946 -36,652	-7%	-$1.37M	11.3%	3
2015 Q4	$20.9M	Sell	534,598 -15,732	-3%	-$624K	12.42%	1
2015 Q3	$20.4M	Buy	+550,330	New	+$21.1M	17.11%	1

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

Cavalier Investments's XLY Position: Q1 2026 in Review

Cavalier Investments sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 18,613 shares — an estimated $2.22M sold.

Cavalier Investments first reported a position in XLY in Q3 2015 and held it in 25 quarters. The position peaked at $20.9M in Q4 2015. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Cavalier Investments reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Cavalier Investments sold 18,613 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $2.22M.
Cavalier Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2015 and held it in 25 quarters.
Cavalier Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $20.9M in Q4 2015.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.