Simplicity Wealth’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
$834K Sell
7,656
-981
-11% -$115K 0.05% 329
2025
Q4
$1.03M Sell
8,637
-5,077
-37% -$602K 0.06% 276
2025
Q3
$1.64M Sell
13,714
-8,662
-39% -$991K 0.1% 212
2025
Q2
$2.43M Buy
22,376
+8,996
+67% +$920K 0.1% 189
2025
Q1
$1.32M Buy
+13,380
New +$1.45M 0.1% 207
2024
Q4
Sell
-8,478
Closed -$849K 527
2024
Q3
$849K Sell
8,478
-4,494
-35% -$420K 0.08% 222
2024
Q2
$1.18M Sell
12,972
-41,264
-76% -$3.67M 0.03% 485
2024
Q1
$4.99M Buy
54,236
+49,188
+974% +$4.38M 0.12% 174
2023
Q4
$451K Buy
+5,048
New +$418K 0.17% 107
2022
Q4
Sell
-13,298
Closed -$947K 102
2022
Q3
$947K Buy
13,298
+54
+0.4% +$4.22K 1.27% 30
2022
Q2
$910K Sell
13,244
-10,588
-44% -$834K 1.33% 27
2022
Q1
$2.2M Sell
23,832
-31,438
-57% -$2.88M 2.14% 19
2021
Q4
$5.65M Buy
+55,270
New +$5.51M 3.05% 10

Other funds holding XLY

Simplicity Wealth's XLY Position: Q1 2026 in Review

Simplicity Wealth reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 11% in Q1 2026, selling an estimated $115K and leaving 7,656 shares worth $834K. The position accounts for 0.05% of the portfolio, ranked #329.

Simplicity Wealth first reported a position in XLY in Q4 2021 and has held it in 13 quarters since. The position peaked at $5.65M in Q4 2021. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Simplicity Wealth held 7,656 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $834K as of Q1 2026.
  • Simplicity Wealth sold 981 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $115K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Simplicity Wealth's portfolio in Q1 2026, its #329 holding.
  • Simplicity Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
  • Simplicity Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.65M in Q4 2021.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.