SageView Advisory Group’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
Sell
-396
Closed -$47.3K 2464
2025
Q4
$47.3K Buy
+396
New +$47K ﹤0.01% 1096
2024
Q1
Sell
-6,260
Closed -$545K 845
2023
Q4
$545K Sell
6,260
-6,592
-51% -$546K 0.02% 373
2023
Q3
$1.03M Buy
12,852
+1,528
+13% +$129K 0.06% 207
2023
Q2
$962K Buy
11,324
+6,548
+137% +$501K 0.05% 233
2023
Q1
$357K Buy
+4,776
New +$342K 0.02% 358

Other funds holding XLY

SageView Advisory Group's XLY Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 396 shares — an estimated $47.3K sold.

SageView Advisory Group first reported a position in XLY in Q1 2023 and held it in 5 quarters. The position peaked at $1.03M in Q3 2023. 1,292 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • SageView Advisory Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 396 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $47.3K.
  • SageView Advisory Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and held it in 5 quarters.
  • SageView Advisory Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.03M in Q3 2023.
  • 1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.