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

NewEdge Wealth’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 		$1.86M Buy
17,049
+724
+4% +$84.6K 0.02% 445
2025
Q4 		$1.95M Buy
16,325
+1,021
+7% +$121K 0.02% 454
2025
Q3 		$1.84M Buy
15,304
+70
+0.5% +$8.01K 0.03% 417
2025
Q2 		$1.7M Buy
15,234
+426
+3% +$43.6K 0.03% 414
2025
Q1 		$1.46M Sell
14,808
-232
-2% -$25.2K 0.03% 415
2024
Q4 		$1.69M Sell
15,040
-4,802
-24% -$514K 0.03% 387
2024
Q3 		$1.99M Buy
19,842
+10,286
+108% +$961K 0.04% 352
2024
Q2 		$871K Buy
9,556
+12
+0.1% +$1.07K 0.02% 442
2024
Q1 		$843K Buy
9,544
+228
+2% +$20.3K 0.02% 455
2023
Q4 		$833K Buy
9,316
+3,120
+50% +$258K 0.02% 429
2023
Q3 		$499K Buy
6,196
+10
+0.2% +$845 0.02% 462
2023
Q2 		$525K Sell
6,186
-118
-2% -$9.04K 0.02% 453
2023
Q1 		$471K Sell
6,304
-1,606
-20% -$115K 0.02% 418
2022
Q4 		$511K Buy
7,910
+136
+2% +$9.48K 0.02% 364
2022
Q3 		$554K Buy
7,774
+14
+0.2% +$1.09K 0.03% 344
2022
Q2 		$533K Hold
7,760
– – 0.02% 380
2022
Q1 		$718K Buy
7,760
+158
+2% +$14.5K 0.03% 258
2021
Q4 		$777K Buy
7,602
+884
+13% +$88K 0.03% 252
2021
Q3 		$603K Sell
6,718
-12,478
-65% -$1.13M 0.04% 213
2021
Q2 		$1.71M Buy
19,196
+1,584
+9% +$138K 0.13% 136
2021
Q1 		$1.48M Buy
17,612
+14,646
+494% +$1.22M 0.15% 125
2020
Q4 		$238K Buy
+2,966
New +$229K 0.07% 134

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Wealth's XLY Position: Q1 2026 in Review

NewEdge Wealth increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.4% in Q1 2026, buying an estimated $84.6K and bringing the position to 17,049 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #445.

NewEdge Wealth first reported a position in XLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.99M in Q3 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • NewEdge Wealth held 17,049 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.86M as of Q1 2026.
  • NewEdge Wealth bought 724 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $84.6K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #445 holding.
  • NewEdge Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.99M in Q3 2024.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.