Western Wealth 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
$2.34M Buy
21,511
+6,177
+40% +$722K 0.09% 248
2025
Q4
$1.83M Buy
15,334
+84
+0.6% +$9.96K 0.08% 228
2025
Q3
$1.83M Buy
15,250
+14
+0.1% +$1.6K 0.1% 201
2025
Q2
$1.66M Sell
15,236
-398
-3% -$40.7K 0.1% 198
2025
Q1
$1.54M Buy
15,634
+330
+2% +$35.8K 0.1% 194
2024
Q4
$1.72M Sell
15,304
-3,304
-18% -$353K 0.11% 172
2024
Q3
$1.86M Buy
18,608
+6,052
+48% +$566K 0.11% 199
2024
Q2
$1.15M Sell
12,556
-382
-3% -$33.9K 0.08% 207
2024
Q1
$1.19M Buy
12,938
+22
+0.2% +$1.96K 0.09% 203
2023
Q4
$1.15M Buy
12,916
+72
+0.6% +$5.96K 0.08% 251
2023
Q3
$1.03M Buy
12,844
+2,080
+19% +$176K 0.09% 242
2023
Q2
$914K Sell
10,764
-64
-0.6% -$4.9K 0.08% 267
2023
Q1
$810K Sell
10,828
-8,920
-45% -$639K 0.08% 267
2022
Q4
$1.28M Sell
19,748
-2,558
-11% -$178K 0.13% 179
2022
Q3
$1.59M Sell
22,306
-2,122
-9% -$166K 0.09% 219
2022
Q2
$1.68M Sell
24,428
-3,006
-11% -$237K 0.1% 213
2022
Q1
$2.54M Buy
27,434
+9,964
+57% +$913K 0.12% 167
2021
Q4
$1.78M Buy
+17,470
New +$1.74M 0.18% 129
2021
Q2
$1.41M Buy
15,734
+2,582
+20% +$225K 0.14% 155
2021
Q1
$1.1M Buy
13,152
+894
+7% +$74.4K 0.15% 148
2020
Q4
$985K Buy
12,258
+1,714
+16% +$132K 0.14% 159
2020
Q3
$775K Buy
10,544
+174
+2% +$12.3K 0.13% 178
2020
Q2
$662K Sell
10,370
-3,708
-26% -$219K 0.12% 184
2020
Q1
$687K Sell
14,078
-1,626
-10% -$96K 0.16% 142
2019
Q4
$985K Sell
15,704
-430
-3% -$26.2K 0.15% 140
2019
Q3
$972K Buy
16,134
+446
+3% +$26.9K 0.2% 121
2019
Q2
$937K Buy
15,688
+416
+3% +$24.3K 0.12% 141
2019
Q1
$868K Sell
15,272
-1,942
-11% -$105K 0.19% 128
2018
Q4
$850K Buy
+17,214
New +$910K 0.23% 109

Other funds holding XLY

Western Wealth Management's XLY Position: Q1 2026 in Review

Western Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 40% in Q1 2026, buying an estimated $722K and bringing the position to 21,511 shares worth $2.34M. The position accounts for 0.09% of the portfolio, ranked #248.

Western Wealth Management first reported a position in XLY in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.54M in Q1 2022. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Western Wealth Management held 21,511 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.34M as of Q1 2026.
  • Western Wealth Management bought 6,177 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $722K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Western Wealth Management's portfolio in Q1 2026, its #248 holding.
  • Western Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.54M in Q1 2022.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.