Kraft Davis & Associates’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Kraft Davis & Associates’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	–	Sell	-5,482	Closed	-$681K	–	170
2025 Q4	$681K	Sell	5,482 -200	-4%	-$23.7K	0.15%	69
2025 Q3	$682K	Sell	5,682 -202	-3%	-$23.1K	0.17%	73
2025 Q2	$666K	Buy	+5,884	New	+$602K	0.18%	70

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

Kraft Davis & Associates's XLY Position: Q1 2026 in Review

Kraft Davis & Associates sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 5,482 shares — an estimated $681K sold.

Kraft Davis & Associates first reported a position in XLY in Q2 2025 and held it in 3 quarters. The position peaked at $682K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Kraft Davis & Associates reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Kraft Davis & Associates sold 5,482 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $681K.
Kraft Davis & Associates first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
Kraft Davis & Associates's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $682K in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Kraft Davis & Associates's 13F filing for Q1 2026, filed 1 May 2026.