Terra Nova Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Terra Nova Asset Management’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	$1.95M	Sell	17,860 -266	-1%	-$31.1K	1.44%	30
2025 Q4	$2.16M	Sell	18,126 -6	-0%	-$711	1.43%	32
2025 Q3	$2.17M	Buy	18,132 +28	+0.2%	+$3.2K	1.37%	30
2025 Q2	$1.97M	Sell	18,104 -858	-5%	-$87.7K	1.38%	33
2025 Q1	$1.87M	Sell	18,962 -12,812	-40%	-$1.39M	1.47%	32
2024 Q4	$3.56M	Buy	31,774 +140	+0.4%	+$15K	2.71%	7
2024 Q3	$3.17M	Buy	31,634 +122	+0.4%	+$11.4K	2.35%	12
2024 Q2	$2.87M	Sell	31,512 -90	-0.3%	-$8K	2.27%	11
2024 Q1	$2.91M	Buy	31,602 +58	+0.2%	+$5.17K	2.31%	11
2023 Q4	$2.82M	Sell	31,544 -546	-2%	-$45.2K	2.47%	9
2023 Q3	$2.72M	Hold	32,090	–	–	2.48%	9
2023 Q2	$2.72M	Buy	32,090 +1,988	+7%	+$152K	2.48%	9
2023 Q1	$2.25M	Buy	30,102 +62	+0.2%	+$4.45K	2.21%	11
2022 Q4	$1.94M	Sell	30,040 -2,172	-7%	-$151K	2.03%	14
2022 Q3	$2.29M	Buy	32,212 +140	+0.4%	+$11K	2.51%	9
2022 Q2	$2.21M	Buy	32,072 +464	+1%	+$36.6K	2.45%	10
2022 Q1	$2.92M	Buy	31,608 +986	+3%	+$90.3K	2.72%	8
2021 Q4	$3.13M	Sell	30,622 -392	-1%	-$39K	2.35%	11
2021 Q3	$2.78M	Buy	31,014 +1,020	+3%	+$92.7K	2.23%	11
2021 Q2	$2.68M	Sell	29,994 -1,072	-3%	-$93.4K	2.3%	12
2021 Q1	$2.61M	Buy	31,066 +13,024	+72%	+$1.08M	2.31%	12
2020 Q4	$1.45M	Buy	+18,042	New	+$1.39M	1.46%	27
2018 Q4	$1.23M	Sell	24,780 -292	-1%	-$15.4K	3.31%	13
2018 Q3	$1.47M	Buy	+25,072	New	+$1.43M	2.22%	20

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

Terra Nova Asset Management's XLY Position: Q1 2026 in Review

Terra Nova Asset Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.5% in Q1 2026, selling an estimated $31.1K and leaving 17,860 shares worth $1.95M. The position accounts for 1.44% of the portfolio, ranked #30.

Terra Nova Asset Management first reported a position in XLY in Q3 2018 and has held it in 24 quarters since. The position peaked at $3.56M in Q4 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Terra Nova Asset Management held 17,860 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.95M as of Q1 2026.
Terra Nova Asset Management sold 266 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $31.1K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.44% of Terra Nova Asset Management's portfolio in Q1 2026, its #30 holding.
Terra Nova Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2018 and has held it in 24 quarters since.
Terra Nova Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.56M in Q4 2024.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Terra Nova Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.