Smith, Moore & Co’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
$340K Sell
3,119
-20
-0.6% -$2.34K 0.02% 416
2025
Q4
$375K Buy
3,139
+301
+11% +$35.7K 0.03% 371
2025
Q3
$340K Buy
2,838
+20
+0.7% +$2.29K 0.03% 381
2025
Q2
$306K Sell
2,818
-192
-6% -$19.6K 0.03% 391
2025
Q1
$297K Hold
3,010
0.03% 380
2024
Q4
$338K Buy
3,010
+212
+8% +$22.7K 0.03% 348
2024
Q3
$280K Sell
2,798
-402
-13% -$37.6K 0.03% 371
2024
Q2
$292K Buy
3,200
+358
+13% +$31.8K 0.03% 354
2024
Q1
$261K Sell
2,842
-366
-11% -$32.6K 0.03% 369
2023
Q4
$287K Buy
+3,208
New +$266K 0.03% 331
2014
Q4
Sell
-10,046
Closed -$335K 177
2014
Q3
$335K Buy
10,046
+1,046
+12% +$35.4K 0.19% 102
2014
Q2
$300K Sell
9,000
-414
-4% -$13.4K 0.18% 95
2014
Q1
$305K Buy
9,414
+72
+0.8% +$2.35K 0.18% 108
2013
Q4
$312K Buy
+9,342
New +$297K 0.2% 104

Other funds holding XLY

Smith, Moore & Co's XLY Position: Q1 2026 in Review

Smith, Moore & Co reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.64% in Q1 2026, selling an estimated $2.34K and leaving 3,119 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #416.

Smith, Moore & Co first reported a position in XLY in Q4 2013 and has held it in 14 quarters since. The position peaked at $375K in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Smith, Moore & Co held 3,119 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $340K as of Q1 2026.
  • Smith, Moore & Co sold 20 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $2.34K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Smith, Moore & Co's portfolio in Q1 2026, its #416 holding.
  • Smith, Moore & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and has held it in 14 quarters since.
  • Smith, Moore & Co's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $375K in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.