Vise Technologies’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Vise Technologies’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	$880K	Hold	7,369	–	–	0.02%	629
2025 Q4	$880K	Buy	7,369 +5,039	+216%	+$597K	0.02%	634
2025 Q3	$279K	Buy	+2,330	New	+$267K	0.01%	933
2024 Q4	$219K	Buy	+1,950	New	+$209K	0.02%	734

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

Vise Technologies's XLY Position: Q1 2026 in Review

Vise Technologies held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 7,369 shares worth $880K. The position accounts for 0.02% of the portfolio, ranked #629.

Vise Technologies first reported a position in XLY in Q4 2024 and has held it in 4 quarters since. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Vise Technologies held 7,369 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $880K as of Q1 2026.
Vise Technologies left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #629 holding.
Vise Technologies first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.