Kestra Private Wealth Services’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
$3.09M Buy
28,312
+1,833
+7% +$214K 0.04% 433
2025
Q4
$3.16M Buy
26,479
+4,989
+23% +$592K 0.04% 411
2025
Q3
$2.57M Sell
21,490
-1,064
-5% -$122K 0.03% 456
2025
Q2
$2.45M Sell
22,554
-1,332
-6% -$136K 0.04% 445
2025
Q1
$2.36M Sell
23,886
-2,842
-11% -$308K 0.04% 420
2024
Q4
$3M Sell
26,728
-3,848
-13% -$412K 0.05% 337
2024
Q3
$3.06M Sell
30,576
-644
-2% -$60.2K 0.06% 322
2024
Q2
$2.85M Sell
31,220
-1,754
-5% -$156K 0.06% 310
2024
Q1
$3.03M Buy
32,974
+7,770
+31% +$692K 0.07% 282
2023
Q4
$2.25M Buy
25,204
+212
+0.8% +$17.6K 0.06% 324
2023
Q3
$2.01M Sell
24,992
-2,302
-8% -$195K 0.06% 310
2023
Q2
$2.32M Buy
27,294
+2,190
+9% +$168K 0.08% 269
2023
Q1
$1.88M Sell
25,104
-2,010
-7% -$144K 0.07% 281
2022
Q4
$1.75M Buy
27,114
+6,884
+34% +$480K 0.09% 257
2022
Q3
$1.44M Sell
20,230
-776
-4% -$60.7K 0.08% 263
2022
Q2
$1.44M Sell
21,006
-3,982
-16% -$314K 0.08% 278
2022
Q1
$2.31M Sell
24,988
-2,336
-9% -$214K 0.11% 197
2021
Q4
$2.79M Buy
27,324
+658
+2% +$65.5K 0.13% 166
2021
Q3
$2.39M Buy
26,666
+436
+2% +$39.6K 0.13% 171
2021
Q2
$2.34M Buy
26,230
+6
+0% +$523 0.14% 161
2021
Q1
$2.2M Buy
26,224
+13,588
+108% +$1.13M 0.15% 161
2020
Q4
$1.01M Sell
12,636
-4,836
-28% -$373K 0.07% 266
2020
Q3
$1.28M Buy
+17,472
New +$1.24M 0.11% 198

Other funds holding XLY

Kestra Private Wealth Services's XLY Position: Q1 2026 in Review

Kestra Private Wealth Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.9% in Q1 2026, buying an estimated $214K and bringing the position to 28,312 shares worth $3.09M. The position accounts for 0.04% of the portfolio, ranked #433.

Kestra Private Wealth Services first reported a position in XLY in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.16M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Kestra Private Wealth Services held 28,312 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.09M as of Q1 2026.
  • Kestra Private Wealth Services bought 1,833 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $214K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q1 2026, its #433 holding.
  • Kestra Private Wealth Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.16M in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.