Westbourne Investments’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
$220K Sell
2,018
-10
-0.5% -$1.17K 0.1% 131
2025
Q4
$242K Buy
2,028
+30
+2% +$3.56K 0.11% 120
2025
Q3
$372K Hold
1,998
0.18% 89
2025
Q2
$217K Buy
+1,998
New +$204K 0.12% 123
2025
Q1
Sell
-1,988
Closed -$223K 155
2024
Q4
$223K Buy
+1,988
New +$213K 0.13% 112

Other funds holding XLY

Westbourne Investments's XLY Position: Q1 2026 in Review

Westbourne Investments reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.49% in Q1 2026, selling an estimated $1.17K and leaving 2,018 shares worth $220K. The position accounts for 0.1% of the portfolio, ranked #131.

Westbourne Investments first reported a position in XLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $372K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Westbourne Investments held 2,018 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $220K as of Q1 2026.
  • Westbourne Investments sold 10 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $1.17K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Westbourne Investments's portfolio in Q1 2026, its #131 holding.
  • Westbourne Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
  • Westbourne Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $372K in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.