Wellington Shields & Co’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Wellington Shields & Co’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	–	Sell	-1,280	Closed	-$153K	–	342
2025 Q4	$153K	Hold	1,280	–	–	0.04%	255
2025 Q3	$153K	Buy	+1,280	New	+$146K	0.04%	249

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wellington Shields & Co's XLY Position: Q1 2026 in Review

Wellington Shields & Co sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,280 shares — an estimated $153K sold.

Wellington Shields & Co first reported a position in XLY in Q3 2025 and held it in 2 quarters. The position peaked at $153K in Q3 2025. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Wellington Shields & Co reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Wellington Shields & Co sold 1,280 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $153K.
Wellington Shields & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
Wellington Shields & Co's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $153K in Q3 2025.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.