U.S. Capital 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
$4.79M Buy
43,932
+2,962
+7% +$346K 0.12% 202
2025
Q4
$4.89M Buy
40,970
+3,114
+8% +$369K 0.13% 190
2025
Q3
$4.54M Buy
37,856
+1,054
+3% +$121K 0.12% 195
2025
Q2
$4M Sell
36,802
-670
-2% -$68.5K 0.12% 192
2025
Q1
$3.7M Sell
37,472
-572
-2% -$62K 0.11% 188
2024
Q4
$4.27M Buy
38,044
+33,432
+725% +$3.58M 0.13% 171
2024
Q3
$462K Sell
4,612
-312
-6% -$29.2K 0.02% 493
2024
Q2
$449K Sell
4,924
-1,348
-21% -$120K 0.02% 477
2024
Q1
$577K Sell
6,272
-400
-6% -$35.6K 0.02% 434
2023
Q4
$597K Buy
6,672
+110
+2% +$9.11K 0.02% 419
2023
Q3
$528K Hold
6,562
0.02% 423
2023
Q2
$557K Buy
6,562
+1,012
+18% +$77.5K 0.03% 420
2023
Q1
$415K Buy
5,550
+1,090
+24% +$78.1K 0.02% 469
2022
Q4
$288K Buy
+4,460
New +$311K 0.01% 539
2022
Q2
Sell
-5,914
Closed -$547K 745
2022
Q1
$547K Sell
5,914
-204
-3% -$18.7K 0.02% 498
2021
Q4
$625K Sell
6,118
-26
-0.4% -$2.59K 0.02% 477
2021
Q3
$551K Buy
+6,144
New +$558K 0.02% 491

Other funds holding XLY

U.S. Capital Wealth Advisors's XLY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 7.2% in Q1 2026, buying an estimated $346K and bringing the position to 43,932 shares worth $4.79M. The position accounts for 0.12% of the portfolio, ranked #202.

U.S. Capital Wealth Advisors first reported a position in XLY in Q3 2021 and has held it in 17 quarters since. The position peaked at $4.89M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • U.S. Capital Wealth Advisors held 43,932 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.79M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 2,962 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $346K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.12% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #202 holding.
  • U.S. Capital Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and has held it in 17 quarters since.
  • U.S. Capital Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.89M 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 U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.