Sage Mountain Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sage Mountain Advisors’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	$80.9K	Hold	742	–	–	0.01%	234
2025 Q4	$88.6K	Hold	742	–	–	﹤0.01%	513
2025 Q3	$88.9K	Hold	742	–	–	0.01%	497
2025 Q2	$80.6K	Hold	742	–	–	0.01%	447
2025 Q1	$73.3K	Hold	742	–	–	0.01%	428
2024 Q4	$83.2K	Hold	742	–	–	0.01%	419
2024 Q3	$74.3K	Hold	742	–	–	0.01%	430
2024 Q2	$67.7K	Buy	742 +32	+5%	+$2.84K	0.01%	377
2024 Q1	$65.3K	Buy	710 +240	+51%	+$21.4K	0.01%	357
2023 Q4	$42K	Hold	470	–	–	﹤0.01%	311
2023 Q3	$37.8K	Hold	470	–	–	0.01%	311
2023 Q2	$39.9K	Hold	470	–	–	0.01%	305
2023 Q1	$35.1K	Hold	470	–	–	0.01%	291
2022 Q4	$30.4K	Hold	470	–	–	0.01%	245
2022 Q3	$33K	Hold	470	–	–	0.01%	315
2022 Q2	$32K	Sell	470 -108	-19%	-$8.51K	0.01%	556
2022 Q1	$53K	Buy	578 +228	+65%	+$20.9K	0.01%	555
2021 Q4	$36K	Hold	350	–	–	﹤0.01%	628
2021 Q3	$31K	Sell	350 -542	-61%	-$49.2K	﹤0.01%	538
2021 Q2	$80K	Hold	892	–	–	0.01%	457
2021 Q1	$75K	Buy	892 +452	+103%	+$37.6K	0.02%	387
2020 Q4	$35K	Buy	+440	New	+$33.9K	0.01%	239

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

Sage Mountain Advisors's XLY Position: Q1 2026 in Review

Sage Mountain Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 742 shares worth $80.9K. The position accounts for 0.01% of the portfolio, ranked #234.

Sage Mountain Advisors first reported a position in XLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $88.9K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Sage Mountain Advisors held 742 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $80.9K as of Q1 2026.
Sage Mountain Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #234 holding.
Sage Mountain Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Sage Mountain Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $88.9K 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 Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.