Medallion Wealth Advisors’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
$60.3K Sell
550
-135
-20% -$15.8K 0.02% 441
2025
Q4
$82K Sell
685
-25
-4% -$2.96K 0.03% 384
2025
Q3
$85.6K Sell
710
-278
-28% -$31.8K 0.03% 376
2025
Q2
$108K Sell
988
-114
-10% -$11.7K 0.04% 334
2025
Q1
$110K Sell
1,102
-214
-16% -$23.2K 0.05% 291
2024
Q4
$148K Buy
+1,316
New +$141K 0.07% 228

Other funds holding XLY

Medallion Wealth Advisors's XLY Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 20% in Q1 2026, selling an estimated $15.8K and leaving 550 shares worth $60.3K. The position accounts for 0.02% of the portfolio, ranked #441.

Medallion Wealth Advisors first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $148K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Medallion Wealth Advisors held 550 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $60.3K as of Q1 2026.
  • Medallion Wealth Advisors sold 135 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $15.8K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #441 holding.
  • Medallion Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $148K in Q4 2024.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.