Straight Path Wealth 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
$244K Buy
2,240
+3
+0.1% +$351 0.07% 109
2025
Q4
$267K Buy
2,237
+3
+0.1% +$356 0.07% 104
2025
Q3
$268K Buy
2,234
+2
+0.1% +$229 0.07% 115
2025
Q2
$243K Buy
2,232
+4
+0.2% +$409 0.08% 101
2025
Q1
$220K Sell
2,228
-112
-5% -$12.1K 0.09% 95
2024
Q4
$263K Buy
2,340
+2
+0.1% +$214 0.1% 80
2024
Q3
$234K Buy
+2,338
New +$219K 0.1% 88

Other funds holding XLY

Straight Path Wealth Management's XLY Position: Q1 2026 in Review

Straight Path Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.13% in Q1 2026, buying an estimated $351 and bringing the position to 2,240 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #109.

Straight Path Wealth Management first reported a position in XLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $268K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Straight Path Wealth Management held 2,240 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $244K as of Q1 2026.
  • Straight Path Wealth Management bought 3 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $351.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Straight Path Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Straight Path Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • Straight Path Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $268K 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 Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.