Creative Financial Designs’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
$546K Sell
5,012
-1,132
-18% -$132K 0.03% 322
2025
Q4
$734K Sell
6,144
-12,556
-67% -$1.49M 0.05% 277
2025
Q3
$2.24M Sell
18,700
-2,934
-14% -$336K 0.15% 130
2025
Q2
$2.35M Sell
21,634
-486
-2% -$49.7K 0.17% 127
2025
Q1
$2.18M Sell
22,120
-4,912
-18% -$533K 0.17% 113
2024
Q4
$3.03M Sell
27,032
-2,924
-10% -$313K 0.25% 89
2024
Q3
$3M Buy
29,956
+3,236
+12% +$302K 0.25% 85
2024
Q2
$2.44M Buy
26,720
+22,768
+576% +$2.02M 0.22% 93
2024
Q1
$363K Buy
3,952
+1,488
+60% +$133K 0.03% 307
2023
Q4
$220K Buy
2,464
+1,762
+251% +$146K 0.02% 371
2023
Q3
$56.5K Sell
702
-48
-6% -$4.06K 0.01% 600
2023
Q2
$63.7K Buy
750
+210
+39% +$16.1K 0.01% 574
2023
Q1
$40.4K Sell
540
-100
-16% -$7.17K 0.01% 645
2022
Q4
$41.3K Sell
640
-3,062
-83% -$213K 0.01% 604
2022
Q3
$264K Sell
3,702
-70
-2% -$5.48K 0.04% 264
2022
Q2
$259K Sell
3,772
-802
-18% -$63.2K 0.04% 254
2022
Q1
$423K Buy
4,574
+810
+22% +$74.2K 0.06% 209
2021
Q4
$385K Buy
3,764
+158
+4% +$15.7K 0.06% 222
2021
Q3
$324K Buy
3,606
+28
+0.8% +$2.54K 0.05% 228
2021
Q2
$319K Buy
3,578
+2,050
+134% +$179K 0.06% 231
2021
Q1
$128K Buy
1,528
+348
+29% +$28.9K 0.03% 369
2020
Q4
$95K Buy
1,180
+228
+24% +$17.6K 0.02% 391
2020
Q3
$70K Buy
952
+374
+65% +$26.5K 0.02% 408
2020
Q2
$37K Buy
578
+416
+257% +$24.5K 0.01% 472
2020
Q1
$8K Hold
162
﹤0.01% 367
2019
Q4
$10K Sell
162
-526
-76% -$32K ﹤0.01% 402
2019
Q3
$40K Buy
688
+552
+406% +$33.3K 0.02% 256
2019
Q2
$8K Buy
+136
New +$7.96K ﹤0.01% 426
2018
Q1
Sell
-54
Closed -$3K 766
2017
Q4
$3K Sell
54
-350
-87% -$16.5K ﹤0.01% 574
2017
Q3
$18K Hold
404
0.01% 348
2017
Q2
$18K Buy
404
+294
+267% +$13.2K 0.01% 341
2017
Q1
$5K Sell
110
-106
-49% -$4.54K ﹤0.01% 495
2016
Q4
$9K Buy
+216
New +$8.72K 0.01% 408

Other funds holding XLY

Creative Financial Designs's XLY Position: Q1 2026 in Review

Creative Financial Designs reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 18% in Q1 2026, selling an estimated $132K and leaving 5,012 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #322.

Creative Financial Designs first reported a position in XLY in Q4 2016 and has held it in 33 quarters since. The position peaked at $3.03M in Q4 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Creative Financial Designs held 5,012 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $546K as of Q1 2026.
  • Creative Financial Designs sold 1,132 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $132K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Creative Financial Designs's portfolio in Q1 2026, its #322 holding.
  • Creative Financial Designs first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 33 quarters since.
  • Creative Financial Designs's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.03M in Q4 2024.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.