RPg Family Wealth Advisory’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
$2.6M Sell
23,854
-476
-2% -$55.6K 0.54% 65
2025
Q4
$2.91M Sell
24,330
-2,018
-8% -$239K 0.64% 57
2025
Q3
$3.16M Sell
26,348
-2,670
-9% -$306K 0.69% 54
2025
Q2
$3.15M Buy
29,018
+3,070
+12% +$314K 0.84% 55
2025
Q1
$2.56M Buy
+25,948
New +$2.81M 0.73% 48
2024
Q3
Sell
-15,920
Closed -$1.45M 117
2024
Q2
$1.45M Buy
15,920
+80
+0.5% +$7.11K 0.48% 63
2024
Q1
$1.46M Buy
15,840
+78
+0.5% +$6.95K 0.46% 58
2023
Q4
$1.41M Buy
+15,762
New +$1.31M 0.52% 55
2022
Q2
Sell
-8,104
Closed -$750K 330
2022
Q1
$750K Buy
8,104
+1,462
+22% +$134K 0.32% 57
2021
Q4
$679K Sell
6,642
-654
-9% -$65.1K 0.27% 58
2021
Q3
$655K Buy
7,296
+140
+2% +$12.7K 0.28% 62
2021
Q2
$639K Buy
+7,156
New +$623K 0.26% 65
2020
Q4
$584K Sell
7,270
-2
-0% -$154 0.28% 61
2020
Q3
$534K Buy
7,272
+14
+0.2% +$991 0.28% 65
2020
Q2
$463K Sell
7,258
-2,706
-27% -$160K 0.28% 68
2020
Q1
$489K Sell
9,964
-818
-8% -$48.3K 0.38% 54
2019
Q4
$676K Buy
10,782
+354
+3% +$21.5K 0.39% 57
2019
Q3
$629K Buy
10,428
+210
+2% +$12.7K 0.38% 50
2019
Q2
$609K Sell
10,218
-1,866
-15% -$109K 0.36% 54
2019
Q1
$688K Buy
+12,084
New +$655K 0.41% 51
2018
Q2
Sell
-530
Closed -$26.8K 298
2018
Q1
$26.8K Sell
530
-218
-29% -$11.4K 0.02% 174
2017
Q4
$36.9K Hold
748
0.03% 158
2017
Q3
$33.7K Sell
748
-1,038
-58% -$46.7K 0.03% 170
2017
Q2
$80K Sell
1,786
-276
-13% -$12.4K 0.07% 93
2017
Q1
$90.7K Buy
2,062
+1,692
+457% +$72.5K 0.08% 81
2016
Q4
$15.1K Sell
370
-106
-22% -$4.28K 0.01% 219
2016
Q3
$19K Buy
+476
New +$19.2K 0.01% 185
2016
Q2
Sell
-414
Closed -$16.4K 283
2016
Q1
$16.4K Buy
+414
New +$15.4K 0.01% 205

Other funds holding XLY

RPg Family Wealth Advisory's XLY Position: Q1 2026 in Review

RPg Family Wealth Advisory reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2% in Q1 2026, selling an estimated $55.6K and leaving 23,854 shares worth $2.6M. The position accounts for 0.54% of the portfolio, ranked #65.

RPg Family Wealth Advisory first reported a position in XLY in Q1 2016 and has held it in 28 quarters since. The position peaked at $3.16M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • RPg Family Wealth Advisory held 23,854 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.6M as of Q1 2026.
  • RPg Family Wealth Advisory sold 476 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $55.6K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.54% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #65 holding.
  • RPg Family Wealth Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2016 and has held it in 28 quarters since.
  • RPg Family Wealth Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.16M 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 RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.