Vista Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Vista Investment Management’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	$842K	Hold	7,726	–	–	0.28%	97
2025 Q4	$923K	Sell	7,726 -12	-0.2%	-$1.42K	0.3%	87
2025 Q3	$927K	Hold	7,738	–	–	0.32%	88
2025 Q2	$841K	Hold	7,738	–	–	0.31%	93
2025 Q1	$764K	Hold	7,738	–	–	0.3%	98
2024 Q4	$868K	Hold	7,738	–	–	0.33%	85
2024 Q3	$775K	Hold	7,738	–	–	0.29%	96
2024 Q2	$706K	Hold	7,738	–	–	0.29%	97
2024 Q1	$711K	Hold	7,738	–	–	0.29%	97
2023 Q4	$692K	Hold	7,738	–	–	0.32%	97
2023 Q3	$623K	Hold	7,738	–	–	0.33%	97
2023 Q2	$657K	Sell	7,738 -70	-0.9%	-$5.36K	0.33%	99
2023 Q1	$584K	Hold	7,808	–	–	0.31%	103
2022 Q4	$504K	Hold	7,808	–	–	0.29%	104
2022 Q3	$556K	Sell	7,808 -6	-0.1%	-$469	0.34%	92
2022 Q2	$537K	Sell	7,814 -66	-0.8%	-$5.2K	0.32%	94
2022 Q1	$729K	Sell	7,880 -80	-1%	-$7.33K	0.4%	82
2021 Q4	$814K	Sell	7,960 -12	-0.2%	-$1.2K	0.44%	71
2021 Q3	$715K	Buy	7,972 +28	+0.4%	+$2.54K	0.42%	73
2021 Q2	$709K	Sell	7,944 -64	-0.8%	-$5.57K	0.42%	75
2021 Q1	$673K	Hold	8,008	–	–	0.42%	78
2020 Q4	$644K	Sell	8,008 -1,050	-12%	-$81K	0.43%	78
2020 Q3	$666K	Sell	9,058 -178	-2%	-$12.6K	0.51%	67
2020 Q2	$590K	Hold	9,236	–	–	0.51%	68
2020 Q1	$453K	Hold	9,236	–	–	0.46%	71
2019 Q4	$579K	Hold	9,236	–	–	0.43%	81
2019 Q3	$557K	Hold	9,236	–	–	0.46%	76
2019 Q2	$550K	Hold	9,236	–	–	0.47%	74
2019 Q1	$526K	Hold	9,236	–	–	0.46%	77
2018 Q4	$457K	Buy	9,236 +996	+12%	+$52.7K	0.47%	76
2018 Q3	$483K	Hold	8,240	–	–	0.43%	83
2018 Q2	$450K	Hold	8,240	–	–	0.44%	84
2018 Q1	$417K	Hold	8,240	–	–	0.44%	86
2017 Q4	$407K	Buy	+8,240	New	+$388K	0.43%	84

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

Vista Investment Management's XLY Position: Q1 2026 in Review

Vista Investment Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 7,726 shares worth $842K. The position accounts for 0.28% of the portfolio, ranked #97.

Vista Investment Management first reported a position in XLY in Q4 2017 and has held it in 34 quarters since. The position peaked at $927K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Vista Investment Management held 7,726 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $842K as of Q1 2026.
Vista Investment Management 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 0.28% of Vista Investment Management's portfolio in Q1 2026, its #97 holding.
Vista Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
Vista Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $927K in Q3 2025.
1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.