Iron Gate Global Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Iron Gate Global Advisors’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	$354K	Hold	3,250	–	–	0.04%	69
2025 Q4	$388K	Hold	3,250	–	–	0.04%	65
2025 Q3	$390K	Sell	3,250 -2,100	-39%	-$240K	0.04%	66
2025 Q2	$581K	Buy	5,350 +2,100	+65%	+$215K	0.06%	48
2025 Q1	$321K	Buy	3,250 +936	+40%	+$102K	0.04%	65
2024 Q4	$258K	Hold	2,314	–	–	0.04%	75
2024 Q3	$232K	Hold	2,314	–	–	0.04%	79
2024 Q2	$211K	Hold	2,314	–	–	0.03%	91
2024 Q1	$211K	Sell	2,314 -176	-7%	-$15.7K	0.04%	90
2023 Q4	$223K	Hold	2,490	–	–	0.04%	89
2023 Q3	$200K	Hold	2,490	–	–	0.05%	87
2023 Q2	$214K	Buy	+2,490	New	+$191K	0.05%	81
2022 Q2	–	Sell	-2,490	Closed	-$230K	–	107
2022 Q1	$230K	Sell	2,490 -974	-28%	-$89.2K	0.05%	92
2021 Q4	$360K	Buy	3,464 +864	+33%	+$86.1K	0.08%	73
2021 Q3	$233K	Buy	+2,600	New	+$236K	0.06%	98
2018 Q4	–	Sell	-4,104	Closed	-$241K	–	221
2018 Q3	$241K	Hold	4,104	–	–	0.16%	55
2018 Q2	$105K	Buy	+4,104	New	+$217K	0.08%	63

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

Iron Gate Global Advisors's XLY Position: Q1 2026 in Review

Iron Gate Global Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 3,250 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #69.

Iron Gate Global Advisors first reported a position in XLY in Q2 2018 and has held it in 17 quarters since. The position peaked at $581K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Iron Gate Global Advisors held 3,250 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $354K as of Q1 2026.
Iron Gate Global Advisors 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 0.04% of Iron Gate Global Advisors's portfolio in Q1 2026, its #69 holding.
Iron Gate Global Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and has held it in 17 quarters since.
Iron Gate Global Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $581K in Q2 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.