NewEdge Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

NewEdge Advisors’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	$14.6M	Sell	134,088 -11,346	-8%	-$1.33M	0.05%	348
2025 Q4	$17.4M	Buy	145,434 +3,852	+3%	+$457K	0.06%	282
2025 Q3	$17M	Buy	141,582 +61,066	+76%	+$6.99M	0.08%	255
2025 Q2	$8.75M	Buy	80,516 +9,344	+13%	+$956K	0.05%	400
2025 Q1	$7.03M	Buy	71,172 +8,588	+14%	+$931K	0.04%	408
2024 Q4	$7.02M	Sell	62,584 -628	-1%	-$67.2K	0.04%	397
2024 Q3	$6.33M	Buy	63,212 +6,478	+11%	+$606K	0.04%	398
2024 Q2	$5.17M	Buy	56,734 +16,754	+42%	+$1.49M	0.04%	432
2024 Q1	$3.68M	Buy	39,980 +1,614	+4%	+$144K	0.03%	488
2023 Q4	$3.37M	Buy	38,366 +7,234	+23%	+$599K	0.03%	469
2023 Q3	$2.51M	Sell	31,132 -26,768	-46%	-$2.26M	0.03%	528
2023 Q2	$4.92M	Buy	57,900 +29,230	+102%	+$2.24M	0.06%	322
2023 Q1	$2.12M	Sell	28,670 -10,222	-26%	-$733K	0.03%	520
2022 Q4	$1.92M	Buy	38,892 +4,260	+12%	+$297K	0.05%	338
2022 Q3	$2.47M	Sell	34,632 -14,602	-30%	-$1.14M	0.04%	374
2022 Q2	$3.38M	Sell	49,234 -35,496	-42%	-$2.8M	0.06%	316
2022 Q1	$7.84M	Sell	84,730 -13,712	-14%	-$1.26M	0.13%	170
2021 Q4	$10.1M	Buy	98,442 +32,548	+49%	+$3.24M	0.15%	140
2021 Q3	$5.91M	Buy	65,894 +52,658	+398%	+$4.78M	0.15%	144
2021 Q2	$1.18M	Sell	13,236 -780	-6%	-$67.9K	0.03%	447
2021 Q1	$1.18M	Sell	14,016 -14,498	-51%	-$1.21M	0.04%	412
2020 Q4	$2.29M	Buy	28,514 +15,696	+122%	+$1.21M	0.08%	230
2020 Q3	$942K	Buy	12,818 +1,070	+9%	+$75.7K	0.03%	405
2020 Q2	$750K	Sell	11,748 -1,818	-13%	-$107K	0.03%	434
2020 Q1	$665K	Sell	13,566 -5,896	-30%	-$348K	0.03%	390
2019 Q4	$1.22M	Sell	19,462 -2,040	-9%	-$124K	0.05%	324
2019 Q3	$1.3M	Sell	21,502 -38,528	-64%	-$2.32M	0.06%	293
2019 Q2	$3.58M	Buy	60,030 +74	+0.1%	+$4.33K	0.22%	115
2019 Q1	$3.41M	Sell	59,956 -18,310	-23%	-$993K	0.22%	112
2018 Q4	$3.88K	Buy	78,266 +826	+1%	+$43.7K	0.25%	94
2018 Q3	$4.54M	Sell	77,440 -8,248	-10%	-$470K	0.35%	77
2018 Q2	$4.69K	Buy	85,688 +28,922	+51%	+$1.53M	0.43%	63
2018 Q1	$2.79M	Buy	56,766 +1,956	+4%	+$102K	0.32%	80
2017 Q4	$2.79M	Buy	54,810 +5,356	+11%	+$252K	0.38%	69
2017 Q3	$2.26M	Buy	49,454 +8,226	+20%	+$370K	0.35%	74
2017 Q2	$1.84M	Buy	41,228 +5,804	+16%	+$260K	0.32%	74
2017 Q1	$1.55M	Buy	35,424 +15,306	+76%	+$656K	0.35%	76
2016 Q4	$843K	Buy	+20,118	New	+$812K	0.23%	93

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

NewEdge Advisors's XLY Position: Q1 2026 in Review

NewEdge Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 7.8% in Q1 2026, selling an estimated $1.33M and leaving 134,088 shares worth $14.6M. The position accounts for 0.05% of the portfolio, ranked #348.

NewEdge Advisors first reported a position in XLY in Q4 2016 and has held it in 38 quarters since. The position peaked at $17.4M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

NewEdge Advisors held 134,088 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $14.6M as of Q1 2026.
NewEdge Advisors sold 11,346 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $1.33M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of NewEdge Advisors's portfolio in Q1 2026, its #348 holding.
NewEdge Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
NewEdge Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $17.4M 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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.