Stratos Wealth Advisors’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
$725K Sell
6,651
-25
-0.4% -$2.92K 0.04% 316
2025
Q4
$797K Sell
6,676
-42
-0.6% -$4.98K 0.04% 346
2025
Q3
$805K Sell
6,718
-142
-2% -$16.3K 0.04% 361
2025
Q2
$746K Sell
6,860
-1,776
-21% -$182K 0.04% 364
2025
Q1
$853K Sell
8,636
-24,360
-74% -$2.64M 0.05% 328
2024
Q4
$3.7M Buy
32,996
+6,382
+24% +$683K 0.18% 130
2024
Q3
$2.67M Sell
26,614
-334
-1% -$31.2K 0.12% 182
2024
Q2
$2.46M Buy
26,948
+2,028
+8% +$180K 0.12% 173
2024
Q1
$2.29M Buy
24,920
+8,252
+50% +$735K 0.14% 177
2023
Q4
$1.49M Buy
16,668
+594
+4% +$49.2K 0.09% 258
2023
Q3
$1.29M Buy
16,074
+9,836
+158% +$832K 0.09% 254
2023
Q2
$530K Sell
6,238
-182
-3% -$13.9K 0.04% 424
2023
Q1
$480K Sell
6,420
-376
-6% -$27K 0.04% 423
2022
Q4
$439K Buy
6,796
+1,434
+27% +$100K 0.04% 425
2022
Q3
$382K Sell
5,362
-132
-2% -$10.3K 0.04% 391
2022
Q2
$378K Sell
5,494
-418
-7% -$32.9K 0.03% 408
2022
Q1
$547K Sell
5,912
-1,102
-16% -$101K 0.04% 362
2021
Q4
$717K Buy
7,014
+52
+0.7% +$5.18K 0.05% 332
2021
Q3
$625K Sell
6,962
-2,776
-29% -$252K 0.05% 318
2021
Q2
$870K Buy
9,738
+942
+11% +$82K 0.08% 260
2021
Q1
$739K Buy
8,796
+1,720
+24% +$143K 0.08% 258
2020
Q4
$569K Buy
7,076
+636
+10% +$49K 0.08% 229
2020
Q3
$473K Sell
6,440
-112
-2% -$7.93K 0.12% 189
2020
Q2
$418K Buy
6,552
+126
+2% +$7.43K 0.13% 160
2020
Q1
$315K Sell
6,426
-1,424
-18% -$84.1K 0.22% 106
2019
Q4
$492K Sell
7,850
-808
-9% -$49.2K 0.28% 79
2019
Q3
$522K Buy
8,658
+242
+3% +$14.6K 0.2% 112
2019
Q2
$502K Buy
8,416
+454
+6% +$26.6K 0.2% 114
2019
Q1
$453K Sell
7,962
-574
-7% -$31.1K 0.24% 115
2018
Q4
$423K Buy
+8,536
New +$451K 0.28% 106

Other funds holding XLY

Stratos Wealth Advisors's XLY Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.37% in Q1 2026, selling an estimated $2.92K and leaving 6,651 shares worth $725K. The position accounts for 0.04% of the portfolio, ranked #316.

Stratos Wealth Advisors first reported a position in XLY in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.7M in Q4 2024. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Stratos Wealth Advisors held 6,651 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $725K as of Q1 2026.
  • Stratos Wealth Advisors sold 25 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $2.92K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Stratos Wealth Advisors's portfolio in Q1 2026, its #316 holding.
  • Stratos Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.7M in Q4 2024.
  • 1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.