Truvestments Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Truvestments Capital’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	$298K	Buy	2,739 +4	+0.1%	+$467	0.05%	263
2025 Q4	$327K	Buy	2,735 +1	+0%	+$119	0.06%	237
2025 Q3	$327K	Buy	2,734 +6	+0.2%	+$687	0.06%	237
2025 Q2	$296K	Sell	2,728 -110	-4%	-$11.2K	0.06%	212
2025 Q1	$280K	Buy	2,838 +122	+4%	+$13.2K	0.06%	212
2024 Q4	$305K	Sell	2,716 -38	-1%	-$4.06K	0.08%	174
2024 Q3	$276K	Buy	2,754 +50	+2%	+$4.67K	0.07%	186
2024 Q2	$247K	Buy	2,704 +6	+0.2%	+$533	0.1%	185
2024 Q1	$248K	Sell	2,698 -96	-3%	-$8.55K	0.1%	185
2023 Q4	$250K	Buy	2,794 +6	+0.2%	+$497	0.11%	189
2023 Q3	$224K	Buy	2,788 +104	+4%	+$8.79K	0.12%	168
2023 Q2	$228K	Buy	2,684 +6	+0.2%	+$459	0.11%	164
2023 Q1	$200K	Buy	2,678 +8	+0.3%	+$574	0.11%	161
2022 Q4	$172K	Sell	2,670 -792	-23%	-$55.2K	0.1%	167
2022 Q3	$247K	Buy	3,462 +6	+0.2%	+$469	0.16%	126
2022 Q2	$238K	Sell	3,456 -12	-0.3%	-$945	0.14%	144
2022 Q1	$321K	Buy	3,468 +22	+0.6%	+$2.02K	0.18%	117
2021 Q4	$352K	Buy	3,446 +2	+0.1%	+$199	0.18%	117
2021 Q3	$309K	Buy	3,444 +4	+0.1%	+$363	0.17%	122
2021 Q2	$307K	Buy	3,440 +4	+0.1%	+$348	0.17%	131
2021 Q1	$289K	Buy	3,436 +4	+0.1%	+$333	0.16%	142
2020 Q4	$275K	Buy	3,432 +6	+0.2%	+$463	0.19%	132
2020 Q3	$251K	Buy	3,426 +6	+0.2%	+$425	0.23%	123
2020 Q2	$218K	Buy	3,420 +706	+26%	+$41.6K	0.22%	87
2020 Q1	$133K	Sell	2,714 -788	-23%	-$46.5K	0.17%	110
2019 Q4	$220K	Buy	3,502 +8	+0.2%	+$487	0.15%	130
2019 Q3	$211K	Buy	3,494 +1,958	+127%	+$118K	0.14%	125
2019 Q2	$92K	Buy	1,536 +804	+110%	+$47.1K	0.06%	191
2019 Q1	$42K	Buy	+732	New	+$39.7K	0.03%	311
2018 Q3	$196K	Buy	+3,352	New	+$191K	0.09%	182

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

Truvestments Capital's XLY Position: Q1 2026 in Review

Truvestments Capital increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.15% in Q1 2026, buying an estimated $467 and bringing the position to 2,739 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #263.

Truvestments Capital first reported a position in XLY in Q3 2018 and has held it in 30 quarters since. The position peaked at $352K in Q4 2021. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Truvestments Capital held 2,739 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $298K as of Q1 2026.
Truvestments Capital bought 4 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $467.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Truvestments Capital's portfolio in Q1 2026, its #263 holding.
Truvestments Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2018 and has held it in 30 quarters since.
Truvestments Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $352K 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 Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.