Financial Gravity Asset Management’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
$22.2K Buy
204
+6
+3% +$701 ﹤0.01% 435
2025
Q4
$23.6K Hold
198
﹤0.01% 352
2025
Q3
$23.7K Buy
+198
New +$22.7K ﹤0.01% 397
2025
Q1
$40.3K Buy
+408
New +$44.2K 0.01% 351
2024
Q2
$41.2K Sell
452
-2,184
-83% -$194K 0.01% 289
2024
Q1
$241K Buy
2,636
+740
+39% +$65.9K 0.03% 175
2023
Q4
$159K Buy
1,896
+1,140
+151% +$94.4K ﹤0.01% 510
2023
Q3
$56.9K Buy
+756
New +$63.9K ﹤0.01% 501
2023
Q2
Sell
-416
Closed -$634 1781
2023
Q1
$634 Buy
+416
New +$29.8K 0.02% 421
2022
Q4
Sell
-284
Closed -$596 1545
2022
Q3
$596 Buy
284
+10
+4% +$782 0.02% 378
2022
Q2
$575 Sell
274
-466
-63% -$36.7K 0.02% 367
2022
Q1
$807 Buy
740
+332
+81% +$30.4K 0.02% 356
2021
Q4
$855 Buy
408
+378
+1,260% +$37.6K 0.02% 408
2021
Q3
$179K Sell
30
-456
-94% -$41.4K 0.08% 207
2021
Q2
$179K Buy
486
+268
+123% +$23.3K 0.06% 210
2021
Q1
$718 Buy
218
+136
+166% +$11.3K 0.01% 361
2020
Q4
$7K Buy
+82
New +$6.32K 0.01% 216
2020
Q2
Sell
-164
Closed -$8.02K 947
2020
Q1
$8.02K Sell
164
-280
-63% -$16.5K 0.02% 260
2019
Q4
$127K Sell
444
-626
-59% -$38.1K 0.09% 235
2019
Q3
$65K Buy
1,070
+138
+15% +$8.32K 0.06% 256
2019
Q2
$56K Sell
932
-1,932
-67% -$113K 0.05% 309
2019
Q1
$165K Buy
+2,864
New +$155K 0.13% 157
2018
Q3
$2K Hold
30
﹤0.01% 1017
2018
Q2
$2K Buy
+30
New +$1.58K ﹤0.01% 1044

Other funds holding XLY

Financial Gravity Asset Management's XLY Position: Q1 2026 in Review

Financial Gravity Asset Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3% in Q1 2026, buying an estimated $701 and bringing the position to 204 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Financial Gravity Asset Management first reported a position in XLY in Q2 2018 and has held it in 24 quarters since. The position peaked at $241K in Q1 2024. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Financial Gravity Asset Management held 204 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $22.2K as of Q1 2026.
  • Financial Gravity Asset Management bought 6 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $701.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #435 holding.
  • Financial Gravity Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and has held it in 24 quarters since.
  • Financial Gravity Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $241K in Q1 2024.
  • 1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.