Gotham Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Gotham Asset 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	$4.45M	Buy	40,826 +452	+1%	+$52.8K	0.01%	889
2025 Q4	$4.82M	Buy	40,374 +23,606	+141%	+$2.8M	0.02%	822
2025 Q3	$2.01M	Hold	16,768	–	–	0.01%	1002
2025 Q2	$1.82M	Hold	16,768	–	–	0.01%	952
2025 Q1	$1.66M	Buy	+16,768	New	+$1.82M	0.01%	861
2023 Q4	–	Sell	-19,050	Closed	-$1.53M	–	1445
2023 Q3	$1.53M	Hold	19,050	–	–	0.03%	642
2023 Q2	$1.62M	Hold	19,050	–	–	0.04%	613
2023 Q1	$1.42M	Buy	+19,050	New	+$1.37M	0.03%	630

Other funds holding XLY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return