Money Concepts Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Money Concepts Capital’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	$1.05M	Sell	9,664 -18,532	-66%	-$2.17M	0.06%	285
2025 Q4	$3.37M	Buy	28,196 +3,566	+14%	+$423K	0.19%	113
2025 Q3	$2.95M	Buy	24,630 +1,334	+6%	+$153K	0.18%	117
2025 Q2	$2.53M	Sell	23,296 -2,554	-10%	-$261K	0.17%	127
2025 Q1	$2.55M	Buy	25,850 +16,668	+182%	+$1.81M	0.19%	125
2024 Q4	$1.03M	Buy	9,182 +1,406	+18%	+$150K	0.08%	205
2024 Q3	$779K	Buy	7,776 +544	+8%	+$50.9K	0.06%	240
2024 Q2	$660K	Sell	7,232 -1,298	-15%	-$115K	0.06%	258
2024 Q1	$784K	Buy	8,530 +2,182	+34%	+$194K	0.07%	231
2023 Q4	$568K	Buy	+6,348	New	+$526K	0.05%	260
2023 Q2	–	Sell	-87,158	Closed	-$448K	–	501
2023 Q1	$448K	Buy	87,158 +73,518	+539%	+$5.27M	0.03%	303
2022 Q4	$881K	Buy	13,640 +12,662	+1,295%	+$883K	0.04%	318
2022 Q3	$70K	Sell	978 -124	-11%	-$9.7K	﹤0.01%	644
2022 Q2	$77K	Sell	1,102 -14,176	-93%	-$1.12M	0.01%	621
2022 Q1	$1.41M	Buy	15,278 +12,530	+456%	+$1.15M	0.08%	247
2021 Q4	$281K	Buy	+2,748	New	+$274K	0.02%	423
2021 Q1	$258K	Sell	3,068 -438	-12%	-$36.4K	0.02%	440
2020 Q4	$282K	Buy	+3,506	New	+$270K	0.03%	365

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

Money Concepts Capital's XLY Position: Q1 2026 in Review

Money Concepts Capital reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 66% in Q1 2026, selling an estimated $2.17M and leaving 9,664 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #285.

Money Concepts Capital first reported a position in XLY in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.37M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Money Concepts Capital held 9,664 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.05M as of Q1 2026.
Money Concepts Capital sold 18,532 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $2.17M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of Money Concepts Capital's portfolio in Q1 2026, its #285 holding.
Money Concepts Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
Money Concepts Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.37M 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 Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.