M3 Advisory Group’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
$1.64M Buy
15,094
+229
+2% +$26.8K 1.01% 24
2025
Q4
$1.78M Buy
14,865
+43
+0.3% +$5.1K 1.08% 24
2025
Q3
$1.78M Buy
14,822
+360
+2% +$41.2K 1.11% 22
2025
Q2
$1.57M Buy
14,462
+180
+1% +$18.4K 1.09% 22
2025
Q1
$1.41M Buy
14,282
+22
+0.2% +$2.39K 1.11% 22
2024
Q4
$1.6M Buy
14,260
+184
+1% +$19.7K 1.15% 22
2024
Q3
$1.41M Buy
14,076
+814
+6% +$76.1K 1.04% 22
2024
Q2
$1.21M Buy
13,262
+1,074
+9% +$95.4K 1% 22
2024
Q1
$1.12M Buy
12,188
+1,306
+12% +$116K 1.02% 24
2023
Q4
$973K Buy
+10,882
New +$901K 1.14% 24

Other funds holding XLY

M3 Advisory Group's XLY Position: Q1 2026 in Review

M3 Advisory Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.5% in Q1 2026, buying an estimated $26.8K and bringing the position to 15,094 shares worth $1.64M. The position accounts for 1.01% of the portfolio, ranked #24.

M3 Advisory Group first reported a position in XLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.78M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • M3 Advisory Group held 15,094 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.64M as of Q1 2026.
  • M3 Advisory Group bought 229 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $26.8K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 1.01% of M3 Advisory Group's portfolio in Q1 2026, its #24 holding.
  • M3 Advisory Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
  • M3 Advisory Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.78M 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 M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.