Valley Wealth Managers’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Valley Wealth Managers’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	$184K	Buy	1,687 +85	+5%	+$9.93K	0.01%	176
2025 Q4	$191K	Sell	1,602 -18	-1%	-$2.13K	0.01%	180
2025 Q3	$194K	Hold	1,620	–	–	0.01%	173
2025 Q2	$176K	Sell	1,620 -116	-7%	-$11.9K	0.01%	174
2025 Q1	$171K	Sell	1,736 -1,818	-51%	-$197K	0.01%	173
2024 Q4	$399K	Buy	3,554 +150	+4%	+$16K	0.03%	165
2024 Q3	$341K	Sell	3,404 -222	-6%	-$20.8K	0.03%	173
2024 Q2	$331K	Sell	3,626 -656	-15%	-$58.3K	0.03%	170
2024 Q1	$394K	Hold	4,282	–	–	0.03%	159
2023 Q4	$383K	Hold	4,282	–	–	0.03%	151
2023 Q3	$345K	Hold	4,282	–	–	0.03%	155
2023 Q2	$364K	Sell	4,282 -64	-1%	-$4.9K	0.03%	128
2023 Q1	$325K	Sell	4,346 -1,450	-25%	-$104K	0.03%	132
2022 Q4	$374K	Hold	5,796	–	–	0.03%	130
2022 Q3	$413K	Buy	5,796 +322	+6%	+$25.2K	0.04%	128
2022 Q2	$376K	Buy	5,474 +12	+0.2%	+$945	0.04%	140
2022 Q1	$505K	Sell	5,462 -38	-0.7%	-$3.48K	0.04%	125
2021 Q4	$562K	Buy	5,500 +548	+11%	+$54.6K	0.05%	126
2021 Q3	$444K	Sell	4,952 -16	-0.3%	-$1.45K	0.04%	134
2021 Q2	$444K	Buy	4,968 +72	+1%	+$6.27K	0.04%	136
2021 Q1	$411K	Buy	4,896 +270	+6%	+$22.5K	0.04%	133
2020 Q4	$372K	Sell	4,626 -596	-11%	-$45.9K	0.04%	135
2020 Q3	$384K	Buy	5,222 +656	+14%	+$46.4K	0.04%	131
2020 Q2	$292K	Sell	4,566 -2,068	-31%	-$122K	0.03%	147
2020 Q1	$325K	Sell	6,634 -5,174	-44%	-$306K	0.04%	136
2019 Q4	$740K	Buy	11,808 +1,474	+14%	+$89.7K	0.07%	112
2019 Q3	$624K	Sell	10,334 -900	-8%	-$54.2K	0.07%	126
2019 Q2	$670K	Sell	11,234 -2,020	-15%	-$118K	0.07%	125
2019 Q1	$754K	Sell	13,254 -22,600	-63%	-$1.23M	0.08%	123
2018 Q4	$1.77M	Buy	35,854 +31,866	+799%	+$1.68M	0.23%	61
2018 Q3	$234K	Buy	3,988 +124	+3%	+$7.06K	0.03%	112
2018 Q2	$211K	Buy	+3,864	New	+$204K	0.03%	116
2018 Q1	–	Sell	-4,098	Closed	-$202K	–	128
2017 Q4	$202K	Buy	+4,098	New	+$193K	0.02%	119
2017 Q3	–	Sell	-5,654	Closed	-$253K	–	131
2017 Q2	$253K	Buy	5,654 +3,204	+131%	+$143K	0.03%	115
2017 Q1	$108K	Buy	2,450 +1,450	+145%	+$62.1K	0.01%	126
2016 Q4	$41K	Hold	1,000	–	–	0.01%	143
2016 Q3	$40K	Hold	1,000	–	–	0.01%	145
2016 Q2	$39K	Buy	+1,000	New	+$39.3K	0.01%	148

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

Valley Wealth Managers's XLY Position: Q1 2026 in Review

Valley Wealth Managers increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.3% in Q1 2026, buying an estimated $9.93K and bringing the position to 1,687 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #176.

Valley Wealth Managers first reported a position in XLY in Q2 2016 and has held it in 38 quarters since. The position peaked at $1.77M in Q4 2018. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Valley Wealth Managers held 1,687 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $184K as of Q1 2026.
Valley Wealth Managers bought 85 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $9.93K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #176 holding.
Valley Wealth Managers first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2016 and has held it in 38 quarters since.
Valley Wealth Managers's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.77M in Q4 2018.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.