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

January Capital 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	$975K	Buy	+8,947	New	+$1.05M	1.31%	17
2022 Q1	–	Sell	-16,320	Closed	-$1.67M	–	50
2021 Q4	$1.67M	Buy	+16,320	New	+$1.63M	1.33%	20

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

January Capital Advisors's XLY Position: Q1 2026 in Review

January Capital Advisors opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026: 8,947 shares worth $975K. The stake represents 1.31% of the portfolio and ranks #17 among its holdings. This is a return to the name: January Capital Advisors previously reported a position in XLY as recently as Q4 2021.

January Capital Advisors first reported a position in XLY in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.67M in Q4 2021. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

January Capital Advisors held 8,947 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $975K as of Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new January Capital Advisors position in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.31% of January Capital Advisors's portfolio in Q1 2026, its #17 holding.
January Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 2 quarters since.
January Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.67M in Q4 2021.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.