Sierra Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sierra Capital’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	$279K	Hold	2,562	–	–	0.03%	195
2025 Q4	$306K	Hold	2,562	–	–	0.03%	177
2025 Q3	$307K	Hold	2,562	–	–	0.03%	192
2025 Q2	$278K	Hold	2,562	–	–	0.03%	191
2025 Q1	$253K	Hold	2,562	–	–	0.03%	180
2024 Q4	$287K	Hold	2,562	–	–	0.03%	174
2024 Q3	$257K	Hold	2,562	–	–	0.03%	184
2024 Q2	$234K	Hold	2,562	–	–	0.03%	176
2024 Q1	$236K	Buy	+2,562	New	+$228K	0.03%	182

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

Sierra Capital's XLY Position: Q1 2026 in Review

Sierra Capital held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 2,562 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #195.

Sierra Capital first reported a position in XLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $307K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Sierra Capital held 2,562 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $279K as of Q1 2026.
Sierra Capital 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 0.03% of Sierra Capital's portfolio in Q1 2026, its #195 holding.
Sierra Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Sierra Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $307K 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 Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.