Fiduciary Alliance’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
$646K Sell
5,464
-18
-0.3% -$2.1K 0.04% 332
2025
Q4
$655K Buy
5,482
+90
+2% +$10.7K 0.04% 298
2025
Q3
$646K Buy
5,392
+374
+7% +$42.8K 0.04% 298
2025
Q2
$545K Buy
+5,018
New +$513K 0.04% 315
2023
Q3
Sell
-794
Closed -$67.4K 968
2023
Q2
$67.4K Buy
+794
New +$60.8K 0.01% 272

Other funds holding XLY

Fiduciary Alliance's XLY Position: Q1 2026 in Review

Fiduciary Alliance reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.33% in Q1 2026, selling an estimated $2.1K and leaving 5,464 shares worth $646K. The position accounts for 0.04% of the portfolio, ranked #332.

Fiduciary Alliance first reported a position in XLY in Q2 2023 and has held it in 5 quarters since. The position peaked at $655K in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Fiduciary Alliance held 5,464 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $646K as of Q1 2026.
  • Fiduciary Alliance sold 18 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $2.1K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Fiduciary Alliance's portfolio in Q1 2026, its #332 holding.
  • Fiduciary Alliance first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 5 quarters since.
  • Fiduciary Alliance's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $655K 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 Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.