Wealthspire Advisors (New York)’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
$1.38M Buy
12,698
+2,094
+20% +$245K 0.01% 345
2025
Q4
$1.27M Buy
10,604
+116
+1% +$13.8K 0.01% 382
2025
Q3
$1.26M Sell
10,488
-1,310
-11% -$150K 0.01% 345
2025
Q2
$1.28M Sell
11,798
-76
-0.6% -$7.77K 0.01% 340
2025
Q1
$1.17M Sell
11,874
-194
-2% -$21K 0.01% 353
2024
Q4
$1.35M Sell
12,068
-462
-4% -$49.4K 0.01% 310
2024
Q3
$1.26M Buy
12,530
+5,720
+84% +$535K 0.01% 329
2024
Q2
$621K Buy
6,810
+936
+16% +$83.2K 0.01% 387
2024
Q1
$540K Buy
5,874
+848
+17% +$75.5K 0.01% 413
2023
Q4
$449K Buy
+5,026
New +$416K 0.01% 433
2022
Q1
Sell
-2,734
Closed -$279K 558
2021
Q4
$279K Buy
2,734
+260
+11% +$25.9K 0.01% 438
2021
Q3
$222K Buy
+2,474
New +$225K ﹤0.01% 528
2021
Q2
Sell
-3,100
Closed -$261K 681
2021
Q1
$261K Buy
+3,100
New +$258K 0.01% 598
2019
Q1
Sell
-96
Closed -$5K 819
2018
Q4
$5K Buy
+96
New +$5.08K ﹤0.01% 661

Other funds holding XLY

Wealthspire Advisors (New York)'s XLY Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 20% in Q1 2026, buying an estimated $245K and bringing the position to 12,698 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #345.

Wealthspire Advisors (New York) first reported a position in XLY in Q4 2018 and has held it in 14 quarters since. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Wealthspire Advisors (New York) held 12,698 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.38M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 2,094 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $245K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #345 holding.
  • Wealthspire Advisors (New York) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 14 quarters since.
  • 1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.