NWF Advisory Services’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
$500K Sell
4,590
-1,035
-18% -$121K 0.06% 212
2025
Q4
$672K Buy
5,625
+15
+0.3% +$1.78K 0.07% 166
2025
Q3
$672K Buy
5,610
+884
+19% +$101K 0.07% 175
2025
Q2
$513K Buy
4,726
+584
+14% +$59.7K 0.06% 201
2025
Q1
$409K Buy
4,142
+748
+22% +$81.1K 0.06% 200
2024
Q4
$381K Sell
3,394
-1,204
-26% -$129K 0.06% 173
2024
Q3
$461K Buy
4,598
+2
+0% +$187 0.07% 180
2024
Q2
$419K Buy
4,596
+4
+0.1% +$355 0.07% 176
2024
Q1
$422K Buy
4,592
+594
+15% +$52.9K 0.07% 179
2023
Q4
$357K Buy
3,998
+834
+26% +$69.1K 0.07% 179
2023
Q3
$255K Hold
3,164
0.06% 209
2023
Q2
$269K Hold
3,164
0.06% 197
2023
Q1
$269K Buy
+3,164
New +$227K 0.06% 196

Other funds holding XLY

NWF Advisory Services's XLY Position: Q1 2026 in Review

NWF Advisory Services reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 18% in Q1 2026, selling an estimated $121K and leaving 4,590 shares worth $500K. The position accounts for 0.06% of the portfolio, ranked #212.

NWF Advisory Services first reported a position in XLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $672K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • NWF Advisory Services held 4,590 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $500K as of Q1 2026.
  • NWF Advisory Services sold 1,035 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $121K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of NWF Advisory Services's portfolio in Q1 2026, its #212 holding.
  • NWF Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
  • NWF Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $672K in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.