Counterweight Ventures’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Counterweight Ventures’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	-7,713	Closed	-$921K	–	86
2025 Q4	$921K	Buy	7,713 +67	+0.9%	+$7.94K	0.52%	48
2025 Q3	$916K	Buy	+7,646	New	+$875K	0.54%	48

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

Counterweight Ventures's XLY Position: Q1 2026 in Review

Counterweight Ventures sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 7,713 shares — an estimated $921K sold.

Counterweight Ventures first reported a position in XLY in Q3 2025 and held it in 2 quarters. The position peaked at $921K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Counterweight Ventures reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Counterweight Ventures sold 7,713 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $921K.
Counterweight Ventures first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
Counterweight Ventures's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $921K in Q4 2025.
1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Counterweight Ventures's 13F filing for Q1 2026, filed 27 Apr 2026.