OneAscent Family Office’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
$298K Sell
2,734
-103
-4% -$12K 0.21% 119
2025
Q4
$339K Buy
2,837
+5
+0.2% +$593 0.23% 103
2025
Q3
$339K Buy
2,832
+576
+26% +$65.9K 0.28% 94
2025
Q2
$245K Sell
2,256
-1,168
-34% -$119K 0.23% 107
2025
Q1
$341K Buy
+3,424
New +$371K 0.32% 86

Other funds holding XLY

OneAscent Family Office's XLY Position: Q1 2026 in Review

OneAscent Family Office reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.6% in Q1 2026, selling an estimated $12K and leaving 2,734 shares worth $298K. The position accounts for 0.21% of the portfolio, ranked #119.

OneAscent Family Office first reported a position in XLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $341K in Q1 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • OneAscent Family Office held 2,734 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $298K as of Q1 2026.
  • OneAscent Family Office sold 103 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $12K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.21% of OneAscent Family Office's portfolio in Q1 2026, its #119 holding.
  • OneAscent Family Office first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
  • OneAscent Family Office's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $341K in Q1 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.