Jessup Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-311
Closed -$37.2K 372
2025
Q4
$37.2K Buy
+311
New +$36.9K 0.01% 172
2024
Q2
Sell
-76,644
Closed -$7.05M 69
2024
Q1
$7.05M Buy
76,644
+4,688
+7% +$417K 3.02% 14
2023
Q4
$6.43M Buy
+71,956
New +$5.96M 3.21% 13

Other funds holding XLY

Jessup Wealth Management's XLY Position: Q1 2026 in Review

Jessup Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 311 shares — an estimated $37.2K sold.

Jessup Wealth Management first reported a position in XLY in Q4 2023 and held it in 3 quarters. The position peaked at $7.05M in Q1 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Jessup Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 311 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $37.2K.
  • Jessup Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
  • Jessup Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.05M in Q1 2024.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.