Modera Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Modera Wealth Management's XLY Position: Q1 2026 in Review
Modera Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.91% in Q1 2026, selling an estimated $2.81K and leaving 2,606 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #544.
Modera Wealth Management first reported a position in XLY in Q4 2020 and has held it in 21 quarters since. The position peaked at $417K in Q4 2021. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.
- Modera Wealth Management held 2,606 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $284K as of Q1 2026.
- Modera Wealth Management sold 24 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $2.81K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #544 holding.
- Modera Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
- Modera Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $417K in Q4 2021.
- 1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.
Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.