Clearstead Advisors’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
$775K Buy
7,112
+2,012
+39% +$235K 0.01% 601
2025
Q4
$609K Sell
5,100
-70
-1% -$8.3K 0.01% 601
2025
Q3
$619K Buy
5,170
+80
+2% +$9.15K 0.01% 566
2025
Q2
$553K Buy
5,090
+3,402
+202% +$348K 0.01% 587
2025
Q1
$167K Sell
1,688
-2,948
-64% -$320K ﹤0.01% 874
2024
Q4
$520K Buy
4,636
+2,750
+146% +$294K 0.01% 564
2024
Q3
$189K Sell
1,886
-110
-6% -$10.3K ﹤0.01% 876
2024
Q2
$182K Buy
1,996
+78
+4% +$6.93K ﹤0.01% 842
2024
Q1
$171K Sell
1,918
-184
-9% -$16.4K 0.01% 493
2023
Q4
$188K Sell
2,102
-158
-7% -$13.1K 0.01% 464
2023
Q3
$182K Buy
2,260
+1,130
+100% +$95.5K 0.01% 585
2023
Q2
$95.9K Buy
1,130
+2
+0.2% +$153 0.01% 584
2023
Q1
$84.4K Sell
1,128
-1,202
-52% -$86.2K 0.01% 540
2022
Q4
$150K Sell
2,330
-254
-10% -$17.7K 0.01% 421
2022
Q3
$184K Sell
2,584
-286
-10% -$22.4K 0.02% 374
2022
Q2
$197K Sell
2,870
-732
-20% -$57.7K 0.02% 381
2022
Q1
$333K Sell
3,602
-246
-6% -$22.5K 0.02% 328
2021
Q4
$393K Sell
3,848
-240
-6% -$23.9K 0.03% 285
2021
Q3
$367K Buy
4,088
+3,610
+755% +$328K 0.03% 280
2021
Q2
$43K Hold
478
﹤0.01% 585
2021
Q1
$40K Hold
478
﹤0.01% 577
2020
Q4
$38K Sell
478
-130
-21% -$10K ﹤0.01% 552
2020
Q3
$45K Buy
608
+164
+37% +$11.6K ﹤0.01% 486
2020
Q2
$28K Buy
444
+130
+41% +$7.67K ﹤0.01% 498
2020
Q1
$15K Buy
+314
New +$18.5K ﹤0.01% 537

Other funds holding XLY

Clearstead Advisors's XLY Position: Q1 2026 in Review

Clearstead Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 39% in Q1 2026, buying an estimated $235K and bringing the position to 7,112 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #601.

Clearstead Advisors first reported a position in XLY in Q1 2020 and has held it in 25 quarters since. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Clearstead Advisors held 7,112 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $775K as of Q1 2026.
  • Clearstead Advisors bought 2,012 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $235K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #601 holding.
  • Clearstead Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and has held it in 25 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 Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.