Gladstone Institutional Advisory’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Gladstone Institutional Advisory’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	$1.18M	Buy	10,782 +212	+2%	+$24.8K	0.04%	345
2025 Q4	$1.26M	Buy	10,570 +1,888	+22%	+$224K	0.05%	327
2025 Q3	$1.04M	Buy	8,682 +1,350	+18%	+$154K	0.04%	355
2025 Q2	$797K	Buy	7,332 +722	+11%	+$73.8K	0.03%	390
2025 Q1	$653K	Sell	6,610 -2,410	-27%	-$261K	0.03%	409
2024 Q4	$1.01M	Sell	9,020 -12,532	-58%	-$1.34M	0.05%	328
2024 Q3	$2.16M	Sell	21,552 -7,658	-26%	-$716K	0.11%	214
2024 Q2	$2.66M	Sell	29,210 -21,268	-42%	-$1.89M	0.14%	179
2024 Q1	$4.64M	Sell	50,478 -13,792	-21%	-$1.23M	0.25%	108
2023 Q4	$5.75M	Buy	64,270 +21,974	+52%	+$1.82M	0.32%	77
2023 Q3	$3.4M	Sell	42,296 -14,008	-25%	-$1.18M	0.22%	117
2023 Q2	$4.78M	Buy	56,304 +2,142	+4%	+$164K	0.29%	89
2023 Q1	$4.05M	Buy	54,162 +29,496	+120%	+$2.11M	0.26%	105
2022 Q4	$1.59M	Sell	24,666 -36,300	-60%	-$2.53M	0.11%	215
2022 Q3	$4.34M	Buy	60,966 +23,186	+61%	+$1.81M	0.34%	78
2022 Q2	$2.6M	Buy	37,780 +7,474	+25%	+$589K	0.21%	123
2022 Q1	$2.8M	Buy	30,306 +10,324	+52%	+$946K	0.19%	143
2021 Q4	$2.04M	Buy	19,982 +5,006	+33%	+$499K	0.16%	172
2021 Q3	$1.34M	Buy	14,976 +3,056	+26%	+$278K	0.13%	196
2021 Q2	$1.06M	Buy	11,920 +3,686	+45%	+$321K	0.13%	183
2021 Q1	$692K	Buy	+8,234	New	+$685K	0.11%	191
2019 Q3	–	Sell	-3,674	Closed	-$219K	–	304
2019 Q2	$219K	Sell	3,674 -778	-17%	-$45.5K	0.07%	249
2019 Q1	$253K	Sell	4,452 -444	-9%	-$24.1K	0.09%	172
2018 Q4	$242K	Buy	+4,896	New	+$259K	0.14%	147

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

Gladstone Institutional Advisory's XLY Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2% in Q1 2026, buying an estimated $24.8K and bringing the position to 10,782 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #345.

Gladstone Institutional Advisory first reported a position in XLY in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.75M in Q4 2023. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Gladstone Institutional Advisory held 10,782 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.18M as of Q1 2026.
Gladstone Institutional Advisory bought 212 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $24.8K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #345 holding.
Gladstone Institutional Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
Gladstone Institutional Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.75M in Q4 2023.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.