Corient Private 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
Q1
$13.2M Sell
157,230
-292,694
-65% -$34.2M 0.02% 515
2025
Q4
$40.1M Buy
449,924
+297,698
+196% +$35.3M 0.03% 408
2025
Q3
$17M Sell
152,226
-9,564
-6% -$1.09M 0.03% 425
2025
Q2
$17.6M Buy
161,790
+42,050
+35% +$4.3M 0.02% 410
2025
Q1
$11.8M Sell
119,740
-64,058
-35% -$6.95M 0.02% 485
2024
Q4
$14.8M Sell
183,798
-4,700
-2% -$503K 0.02% 439
2024
Q3
$18.9M Sell
188,498
-16,300
-8% -$1.52M 0.03% 427
2024
Q2
$18.7M Sell
204,798
-29,734
-13% -$2.64M 0.03% 396
2024
Q1
$21.5M Sell
234,532
-77,000
-25% -$6.86M 0.04% 375
2023
Q4
$27.9M Buy
311,532
+73,158
+31% +$6.06M 0.05% 324
2023
Q3
$19.2M Sell
238,374
-2,930
-1% -$248K 0.04% 354
2023
Q2
$20.5M Buy
241,304
+16,694
+7% +$1.28M 0.05% 330
2023
Q1
$16.8M Buy
224,610
+38,966
+21% +$2.79M 0.05% 348
2022
Q4
$12M Buy
+185,644
New +$12.9M 0.04% 338

Other funds holding XLY

Corient Private Wealth's XLY Position: Q1 2026 in Review

Corient Private Wealth reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 65% in Q1 2026, selling an estimated $34.2M and leaving 157,230 shares worth $13.2M. The position accounts for 0.02% of the portfolio, ranked #515.

Corient Private Wealth first reported a position in XLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $40.1M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Corient Private Wealth held 157,230 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $13.2M as of Q1 2026.
  • Corient Private Wealth sold 292,694 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $34.2M.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #515 holding.
  • Corient Private Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $40.1M in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.