Williams & Novak’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Williams & Novak’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	-1,907	Closed	-$228K	–	163
2025 Q4	$228K	Sell	1,907 -21	-1%	-$2.49K	0.17%	101
2025 Q3	$231K	Hold	1,928	–	–	0.18%	105
2025 Q2	$210K	Buy	+1,928	New	+$197K	0.18%	99
2025 Q1	–	Sell	-2,262	Closed	-$254K	–	150
2024 Q4	$254K	Hold	2,262	–	–	0.24%	90
2024 Q3	$227K	Hold	2,262	–	–	0.21%	99
2024 Q2	$206K	Hold	2,262	–	–	0.19%	104
2024 Q1	$202K	Hold	2,262	–	–	0.23%	79
2023 Q4	$202K	Buy	+2,262	New	+$187K	0.23%	79

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Williams & Novak's XLY Position: Q1 2026 in Review

Williams & Novak sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,907 shares — an estimated $228K sold.

Williams & Novak first reported a position in XLY in Q4 2023 and held it in 8 quarters. The position peaked at $254K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Williams & Novak reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Williams & Novak sold 1,907 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $228K.
Williams & Novak first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
Williams & Novak's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $254K in Q4 2024.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Williams & Novak's 13F filing for Q1 2026, filed 21 Apr 2026.