Cooksen Wealth’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
Q3
$6.31M Buy
55,904
+3,662
+7% +$421K 3.87% 6
2026
Q2
$6.13M Buy
52,242
+1,639
+3% +$191K 3.86% 5
2026
Q1
$5.51M Buy
50,603
+2,384
+5% +$279K 4.01% 5
2025
Q4
$5.76M Buy
48,219
+677
+1% +$80.3K 4.21% 5
2025
Q3
$5.7M Buy
47,542
+1,138
+2% +$130K 4.25% 4
2025
Q2
$5.04M Buy
46,404
+9,432
+26% +$964K 4.05% 5
2025
Q1
$3.4M Sell
36,972
-5,746
-13% -$623K 3.45% 7
2024
Q4
$4.79M Buy
42,718
+486
+1% +$52K 4.41% 4
2024
Q3
$4.23M Buy
42,232
+2,542
+6% +$238K 3.96% 5
2024
Q2
$3.62M Buy
39,690
+2,718
+7% +$241K 3.65% 7
2024
Q1
$3.4M Buy
36,972
+3,530
+11% +$314K 3.54% 7
2023
Q4
$2.99M Buy
+33,442
New +$2.77M 3.4% 8

Other funds holding XLY

Cooksen Wealth's XLY Position: Q3 2026 in Review

Cooksen Wealth increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 7% in Q3 2026, buying an estimated $421K and bringing the position to 55,904 shares worth $6.31M. The position accounts for 3.87% of the portfolio, ranked #6.

Cooksen Wealth first reported a position in XLY in Q4 2023 and has held it in 12 quarters since. 870 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

  • Cooksen Wealth held 55,904 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $6.31M as of Q3 2026.
  • Cooksen Wealth bought 3,662 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $421K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 3.87% of Cooksen Wealth's portfolio in Q3 2026, its #6 holding.
  • Cooksen Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
  • 870 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Cooksen Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.