Visionary Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Visionary Wealth Advisors’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	$354K	Hold	3,249	–	–	0.02%	482
2025 Q4	$388K	Sell	3,249 -47	-1%	-$5.57K	0.02%	443
2025 Q3	$395K	Sell	3,296 -148	-4%	-$16.9K	0.02%	435
2025 Q2	$374K	Buy	3,444 +240	+7%	+$24.5K	0.02%	416
2025 Q1	$316K	Hold	3,204	–	–	0.02%	428
2024 Q4	$359K	Sell	3,204 -756	-19%	-$80.9K	0.02%	408
2024 Q3	$397K	Sell	3,960 -688	-15%	-$64.3K	0.02%	383
2024 Q2	$424K	Sell	4,648 -22	-0.5%	-$1.96K	0.03%	354
2024 Q1	$429K	Sell	4,670 -1,338	-22%	-$119K	0.03%	350
2023 Q4	$537K	Sell	6,008 -3,572	-37%	-$296K	0.04%	303
2023 Q3	$771K	Sell	9,580 -198	-2%	-$16.7K	0.06%	238
2023 Q2	$830K	Buy	9,778 +774	+9%	+$59.3K	0.07%	229
2023 Q1	$673K	Buy	9,004 +3,786	+73%	+$271K	0.06%	245
2022 Q4	$337K	Buy	5,218 +170	+3%	+$11.9K	0.03%	300
2022 Q3	$360K	Sell	5,048 -402	-7%	-$31.5K	0.04%	268
2022 Q2	$375K	Sell	5,450 -280	-5%	-$22.1K	0.03%	285
2022 Q1	$530K	Sell	5,730 -8,596	-60%	-$787K	0.04%	245
2021 Q4	$1.46M	Buy	+14,326	New	+$1.43M	0.12%	138
2021 Q1	–	Sell	-3,814	Closed	-$307K	–	336
2020 Q4	$307K	Sell	3,814 -4	-0.1%	-$308	0.03%	229
2020 Q3	$281K	Sell	3,818 -306	-7%	-$21.7K	0.04%	200
2020 Q2	$263K	Buy	+4,124	New	+$243K	0.04%	188

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

Visionary Wealth Advisors's XLY Position: Q1 2026 in Review

Visionary Wealth Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 3,249 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #482.

Visionary Wealth Advisors first reported a position in XLY in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.46M in Q4 2021. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Visionary Wealth Advisors held 3,249 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $354K as of Q1 2026.
Visionary Wealth Advisors 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 Visionary Wealth Advisors's portfolio in Q1 2026, its #482 holding.
Visionary Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and has held it in 21 quarters since.
Visionary Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.46M 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 Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.