Peoples Bank/KS XLY — S&P CONSUMER DISCRETIONARY

Ownership history in Peoples Bank/KS  ·  10 quarters on record

AI Ownership Summary

Peoples Bank/KS reported S&P CONSUMER DISCRETIONARY (XLY) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.56% in 2024 Q4. The latest visible filing shows XLY at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peoples Bank/KS's position in S&P CONSUMER DISCRETIONARY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLY was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLY stock page Peoples Bank/KS fund profile Peoples Bank/KS full holdings
How Peoples Bank/KS held XLY — position size vs. price
% of Fund (quarterly)    XLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,934 +833 +75.7% 0.23% $231K 2026-01-08 $122.67
2025 Q3 REDUCED 24.4% +1.1% ❌ 1,101 -355 -24.4% 0.26% $264K 2025-10-08 $117.73
2025 Q2 REDUCED — — — 1,456 -10 -0.7% 0.21% $316K 2025-07-10 $110.05
2025 Q1 REDUCED 59.3% +10.3% ❌ 1,466 -2,135 -59.3% 0.20% $289K 2025-04-08 $87.48
2024 Q4 ADDED — — — 3,601 +2,165 +150.8% 0.56% $808K 2025-01-08 $110.33
2024 Q3 UNCHANGED — — — 1,436 — 0% 0.19% $288K 2024-10-04 $97.85
2024 Q2 UNCHANGED — — — 1,436 — 0% 0.20% $262K 2024-07-15 $94.25
2024 Q1 ADDED — — — 1,436 +74 +5.4% 0.21% $264K 2024-04-03 $88.49
2023 Q4 REDUCED — — — 1,362 -70 -4.9% 0.20% $244K 2024-01-04 $84.56
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLY

As of 2026 Q1 — sorted by position size

Main Management ETF Advisors, LLC 3Y 7Y 8.46% IMZ Advisory Inc 8.37% REDSTONE WEALTH MANAGEMENT, LLC 7.88% Biltmore Wealth Management, LLC 3Y 7Y 7.52% Dauntless Investment Group, LLC 5.63% Independence Wealth Advisors, LLC 4.45% 111 Capital 4.43% CTC Alternative Strategies, Ltd. 3Y 7Y 4.37% Perbak Capital Partners LLP 4.16% PGIM Custom Harvest LLC 3Y 4.13%

FAQ About Peoples Bank/KS and XLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Peoples Bank/KS reported owning XLY?

Peoples Bank/KS reported XLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XLY position in Peoples Bank/KS's portfolio?

The largest reported portfolio weight for XLY was 0.56% in 2024 Q4.

What is the latest reported XLY position on this page?

The most recent filing on this page is 2025 Q4, when Peoples Bank/KS reported 1,934 shares, equal to 0.23% of portfolio, with an estimated market value of $231K.

What does the chart on this XLY ownership page compare?

The chart compares Peoples Bank/KS's quarterly XLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Peoples Bank/KS time their XLY position?

Based on 13F filing dates vs. subsequent XLY price moves, Peoples Bank/KS correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on XLY relative to SPY over the holding period was -1.3%.

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