Claro Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Claro Advisors’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	-2,291	Closed	-$274K	–	535
2025 Q4	$274K	Sell	2,291 -333	-13%	-$39.5K	0.04%	352
2025 Q3	$314K	Buy	2,624 +730	+39%	+$83.5K	0.05%	306
2025 Q2	$206K	Sell	1,894 -8,562	-82%	-$876K	0.03%	359
2025 Q1	$1.03M	Sell	10,456 -1,330	-11%	-$144K	0.14%	138
2024 Q4	$1.32M	Sell	11,786 -3,960	-25%	-$424K	0.18%	104
2024 Q3	$1.58M	Sell	15,746 -54	-0.3%	-$5.05K	0.2%	98
2024 Q2	$1.44M	Sell	15,800 -216	-1%	-$19.2K	0.23%	92
2024 Q1	$1.47M	Buy	16,016 +6,722	+72%	+$599K	0.26%	80
2023 Q4	$831K	Buy	9,294 +2,838	+44%	+$235K	0.18%	131
2023 Q3	$520K	Buy	6,456 +4,048	+168%	+$342K	0.13%	194
2023 Q2	$204K	Buy	+2,408	New	+$184K	0.05%	346
2022 Q2	–	Sell	-2,792	Closed	-$285K	–	330
2022 Q1	$285K	Hold	2,792	–	–	0.1%	204
2021 Q4	$285K	Buy	2,792 +44	+2%	+$4.38K	0.1%	204
2021 Q3	$247K	Buy	2,748 +20	+0.7%	+$1.82K	0.1%	205
2021 Q2	$243K	Buy	2,728 +252	+10%	+$21.9K	0.11%	197
2021 Q1	$208K	Sell	2,476 -54	-2%	-$4.49K	0.11%	197
2020 Q4	$203K	Buy	+2,530	New	+$195K	0.11%	201
2019 Q1	–	Sell	-522	Closed	-$31K	–	956
2018 Q4	$31K	Buy	+522	New	+$27.6K	0.02%	446

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

Claro Advisors's XLY Position: Q1 2026 in Review

Claro Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 2,291 shares — an estimated $274K sold.

Claro Advisors first reported a position in XLY in Q4 2018 and held it in 18 quarters. The position peaked at $1.58M in Q3 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Claro Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Claro Advisors sold 2,291 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $274K.
Claro Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and held it in 18 quarters.
Claro Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.58M in Q3 2024.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.