Risk Paradigm Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Risk Paradigm Group’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	$2.55M	Sell	23,361 -110	-0.5%	-$12.9K	2.17%	21
2025 Q4	$2.8M	Buy	+23,471	New	+$2.78M	2.7%	14
2018 Q4	$593K	Buy	11,986 +1,288	+12%	+$68.1K	1.44%	15
2018 Q3	$627K	Hold	10,698	–	–	1.24%	22
2018 Q2	$585K	Buy	10,698 +802	+8%	+$42.4K	1.13%	18
2018 Q1	$501K	Sell	9,896 -1,410	-12%	-$73.5K	0.64%	43
2017 Q4	$558K	Sell	11,306 -236	-2%	-$11.1K	0.6%	47
2017 Q3	$520K	Buy	11,542 +2,068	+22%	+$93K	0.63%	47
2017 Q2	$425K	Sell	9,474 -5,930	-38%	-$266K	0.5%	65
2017 Q1	$677K	Sell	15,404 -5,766	-27%	-$247K	0.77%	35
2016 Q4	$862K	Buy	21,170 +1,886	+10%	+$76.2K	0.95%	32
2016 Q3	$772K	Buy	19,284 +16,336	+554%	+$658K	0.58%	37
2016 Q2	$115K	Sell	2,948 -25,732	-90%	-$1.01M	0.16%	103
2016 Q1	$1.13M	Sell	28,680 -8,128	-22%	-$303K	1.44%	31
2015 Q4	$1.44M	Buy	36,808 +30,874	+520%	+$1.23M	1.7%	24
2015 Q3	$220K	Sell	5,934 -41,782	-88%	-$1.61M	0.45%	37
2015 Q2	$1.82M	Sell	47,716 -22,368	-32%	-$856K	1.74%	19
2015 Q1	$2.64M	Buy	+70,084	New	+$2.58M	2.58%	9

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

Risk Paradigm Group's XLY Position: Q1 2026 in Review

Risk Paradigm Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.47% in Q1 2026, selling an estimated $12.9K and leaving 23,361 shares worth $2.55M. The position accounts for 2.17% of the portfolio, ranked #21.

Risk Paradigm Group first reported a position in XLY in Q1 2015 and has held it in 18 quarters since. The position peaked at $2.8M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Risk Paradigm Group held 23,361 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.55M as of Q1 2026.
Risk Paradigm Group sold 110 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $12.9K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 2.17% of Risk Paradigm Group's portfolio in Q1 2026, its #21 holding.
Risk Paradigm Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 18 quarters since.
Risk Paradigm Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.8M 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 Risk Paradigm Group's 13F filing for Q1 2026, filed 14 May 2026.