Shared Vision Wealth 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
-1,647
Closed -$201K 105
2025
Q4
$201K Buy
+1,647
New +$195K 0.08% 98

Other funds holding XLY

Shared Vision Wealth Group's XLY Position: Q1 2026 in Review

Shared Vision Wealth Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,647 shares — an estimated $201K sold.

Shared Vision Wealth Group first reported a position in XLY in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 1,292 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Shared Vision Wealth Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Shared Vision Wealth Group sold 1,647 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $201K.
  • Shared Vision Wealth Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Shared Vision Wealth Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $201K in Q4 2025.
  • 1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.