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

Vontobel Holding’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	$672K	Sell	6,163 -15,768	-72%	-$1.84M	﹤0.01%	747
2025 Q4	$2.62M	Buy	21,931 +9,147	+72%	+$1.08M	0.01%	509
2025 Q3	$1.53M	Buy	12,784 +5,252	+70%	+$601K	﹤0.01%	617
2025 Q2	$818K	Sell	7,532 -7,744	-51%	-$792K	﹤0.01%	748
2025 Q1	$1.51M	Buy	15,276 +11,160	+271%	+$1.21M	0.01%	496
2024 Q4	$462K	Buy	4,116 +828	+25%	+$88.6K	﹤0.01%	811
2024 Q3	$329K	Sell	3,288 -8	-0.2%	-$748	﹤0.01%	895
2024 Q2	$301K	Sell	3,296 -3,472	-51%	-$308K	﹤0.01%	892
2024 Q1	$622K	Sell	6,768 -1,678	-20%	-$149K	0.01%	712
2023 Q4	$755K	Buy	8,446 +1,954	+30%	+$162K	0.01%	675
2023 Q3	$523K	Sell	6,492 -1,216	-16%	-$103K	﹤0.01%	757
2023 Q2	$654K	Sell	7,708 -4,078	-35%	-$312K	0.01%	722
2023 Q1	$881K	Buy	11,786 +4,474	+61%	+$321K	0.01%	619
2022 Q4	$472K	Buy	7,312 +3,400	+87%	+$237K	﹤0.01%	767
2022 Q3	$279K	Sell	3,912 -3,172	-45%	-$248K	﹤0.01%	872
2022 Q2	$487K	Buy	+7,084	New	+$558K	0.01%	727
2022 Q1	–	Sell	-3,028	Closed	-$310K	–	1145
2021 Q4	$310K	Buy	3,028 +1,628	+116%	+$162K	﹤0.01%	915
2021 Q3	$126K	Hold	1,400	–	–	﹤0.01%	1078
2021 Q2	$125K	Buy	+1,400	New	+$122K	﹤0.01%	1063
2021 Q1	–	Sell	-4,528	Closed	-$364K	–	1094
2020 Q4	$364K	Buy	+4,528	New	+$349K	﹤0.01%	752

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

Vontobel Holding's XLY Position: Q1 2026 in Review

Vontobel Holding reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 72% in Q1 2026, selling an estimated $1.84M and leaving 6,163 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Vontobel Holding first reported a position in XLY in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.62M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Vontobel Holding held 6,163 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $672K as of Q1 2026.
Vontobel Holding sold 15,768 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $1.84M.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #747 holding.
Vontobel Holding first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 20 quarters since.
Vontobel Holding's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.62M 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 Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.