Gold Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Gold Investment Management’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	$38.1K	Hold	350	–	–	0.01%	147
2025 Q4	$41.8K	Hold	350	–	–	0.01%	146
2025 Q3	$41.9K	Hold	350	–	–	0.01%	145
2025 Q2	$38.2K	Sell	350 -2,000	-85%	-$205K	0.01%	145
2025 Q1	$232K	Buy	2,350 +2,000	+571%	+$217K	0.1%	108
2024 Q4	$39.3K	Hold	350	–	–	0.02%	145
2024 Q3	$35.1K	Hold	350	–	–	0.01%	145
2024 Q2	$31.9K	Hold	350	–	–	0.01%	148
2024 Q1	$32.2K	Hold	350	–	–	0.01%	149
2023 Q4	$31.3K	Buy	+350	New	+$29K	0.01%	150

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

Gold Investment Management's XLY Position: Q1 2026 in Review

Gold Investment Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 350 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #147.

Gold Investment Management first reported a position in XLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $232K in Q1 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Gold Investment Management held 350 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $38.1K as of Q1 2026.
Gold Investment Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Gold Investment Management's portfolio in Q1 2026, its #147 holding.
Gold Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Gold Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $232K in Q1 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.