ZWJ Investment Counsel’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
Sell
-1,694
Closed -$202K 254
2025
Q4
$202K Sell
1,694
-40
-2% -$4.74K 0.01% 232
2025
Q3
$208K Sell
1,734
-274
-14% -$31.4K 0.01% 239
2025
Q2
$218K Buy
+2,008
New +$205K 0.01% 219

Other funds holding XLY

ZWJ Investment Counsel's XLY Position: Q1 2026 in Review

ZWJ Investment Counsel sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,694 shares — an estimated $202K sold.

ZWJ Investment Counsel first reported a position in XLY in Q2 2025 and held it in 3 quarters. The position peaked at $218K in Q2 2025. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • ZWJ Investment Counsel reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • ZWJ Investment Counsel sold 1,694 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $202K.
  • ZWJ Investment Counsel first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
  • ZWJ Investment Counsel's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $218K in Q2 2025.
  • 1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on ZWJ Investment Counsel's 13F filing for Q1 2026, filed 24 Apr 2026.