Wakefield Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-8,174
Closed -$976K 250
2025
Q4
$976K Buy
+8,174
New +$969K 0.26% 126

Other funds holding XLY

Wakefield Asset Management's XLY Position: Q1 2026 in Review

Wakefield Asset Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 8,174 shares — an estimated $976K sold.

Wakefield Asset Management first reported a position in XLY in Q4 2025 and held it in 1 quarter. The position peaked at $976K in Q4 2025. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Wakefield Asset Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Wakefield Asset Management sold 8,174 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $976K.
  • Wakefield Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Wakefield Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $976K in Q4 2025.
  • 1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Wakefield Asset Management's 13F filing for Q1 2026, filed 12 May 2026.