Secure Asset Management’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
-4,074
Closed -$486K 383
2025
Q4
$486K Sell
4,074
-28
-0.7% -$3.32K 0.08% 196
2025
Q3
$495K Buy
4,102
+302
+8% +$34.6K 0.08% 181
2025
Q2
$413K Sell
3,800
-24
-0.6% -$2.45K 0.08% 209
2025
Q1
$377K Sell
3,824
-2,344
-38% -$254K 0.08% 208
2024
Q4
$692K Buy
6,168
+3,230
+110% +$345K 0.1% 162
2024
Q3
$294K Buy
2,938
+322
+12% +$30.1K 0.05% 252
2024
Q2
$239K Sell
2,616
-484
-16% -$43K 0.05% 254
2024
Q1
$285K Buy
3,100
+516
+20% +$45.9K 0.07% 186
2023
Q4
$231K Buy
2,584
+4
+0.2% +$331 0.06% 204
2023
Q3
$208K Sell
2,580
-2,194
-46% -$185K 0.06% 205
2023
Q2
$405K Buy
+4,774
New +$366K 0.12% 127
2022
Q4
Sell
-3,580
Closed -$255K 204
2022
Q3
$255K Sell
3,580
-524
-13% -$41K 0.14% 118
2022
Q2
$282K Sell
4,104
-766
-16% -$60.4K 0.16% 119
2022
Q1
$450K Sell
4,870
-10
-0.2% -$916 0.2% 97
2021
Q4
$499K Buy
4,880
+104
+2% +$10.4K 0.2% 87
2021
Q3
$429K Sell
4,776
-76
-2% -$6.9K 0.21% 83
2021
Q2
$433K Sell
4,852
-13,514
-74% -$1.18M 0.22% 92
2021
Q1
$1.54M Buy
18,366
+548
+3% +$45.6K 0.86% 23
2020
Q4
$1.43M Buy
17,818
+484
+3% +$37.3K 0.84% 25
2020
Q3
$1.27M Sell
17,334
-4,510
-21% -$319K 0.87% 27
2020
Q2
$1.4M Buy
+21,844
New +$1.29M 0.98% 26
2020
Q1
Sell
-6,478
Closed -$406K 166
2019
Q4
$406K Buy
+6,478
New +$394K 0.29% 87

Other funds holding XLY

Secure Asset Management's XLY Position: Q1 2026 in Review

Secure Asset Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 4,074 shares — an estimated $486K sold.

Secure Asset Management first reported a position in XLY in Q4 2019 and held it in 22 quarters. The position peaked at $1.54M in Q1 2021. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Secure Asset Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Secure Asset Management sold 4,074 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $486K.
  • Secure Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 22 quarters.
  • Secure Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.54M in Q1 2021.
  • 1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.