Inscription Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Inscription Capital’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	$297K	Buy	2,724 +2	+0.1%	+$234	0.03%	497
2025 Q4	$325K	Sell	2,722 -408	-13%	-$48.4K	0.03%	464
2025 Q3	$375K	Buy	3,130 +156	+5%	+$17.9K	0.04%	425
2025 Q2	$323K	Sell	2,974 -850	-22%	-$86.9K	0.05%	336
2025 Q1	$352K	Buy	+3,824	New	+$415K	0.06%	223
2024 Q3	$360K	Sell	3,594 -748	-17%	-$69.9K	0.05%	237
2024 Q2	$396K	Buy	4,342 +518	+14%	+$46K	0.06%	211
2024 Q1	$352K	Hold	3,824	–	–	0.06%	223
2023 Q4	$342K	Buy	+3,824	New	+$317K	0.09%	154
2022 Q3	–	Sell	-8,034	Closed	-$552K	–	255
2022 Q2	$552K	Buy	+8,034	New	+$633K	0.1%	143
2022 Q1	–	Sell	-8,370	Closed	-$856K	–	223
2021 Q4	$856K	Buy	8,370 +16	+0.2%	+$1.59K	0.23%	87
2021 Q3	$750K	Buy	8,354 +5,066	+154%	+$460K	0.24%	88
2021 Q2	$294K	Sell	3,288 -4,896	-60%	-$426K	0.03%	259
2021 Q1	$688K	Buy	8,184 +330	+4%	+$27.5K	0.23%	91
2020 Q4	$631K	Buy	7,854 +1,680	+27%	+$130K	0.24%	88
2020 Q3	$454K	Sell	6,174 -160	-3%	-$11.3K	0.2%	97
2020 Q2	$404K	Buy	+6,334	New	+$373K	0.22%	82
2020 Q1	–	Sell	-4,750	Closed	-$298K	–	162
2019 Q4	$298K	Buy	+4,750	New	+$289K	0.13%	120
2019 Q2	–	Sell	-126	Closed	-$7K	–	239
2019 Q1	$7K	Hold	126	–	–	﹤0.01%	245
2018 Q4	$6K	Buy	+126	New	+$6.66K	﹤0.01%	275

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

Inscription Capital's XLY Position: Q1 2026 in Review

Inscription Capital increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.07% in Q1 2026, buying an estimated $234 and bringing the position to 2,724 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #497.

Inscription Capital first reported a position in XLY in Q4 2018 and has held it in 20 quarters since. The position peaked at $856K in Q4 2021. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Inscription Capital held 2,724 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $297K as of Q1 2026.
Inscription Capital bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $234.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Inscription Capital's portfolio in Q1 2026, its #497 holding.
Inscription Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 20 quarters since.
Inscription Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $856K in Q4 2021.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.