AssuredPartners Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

AssuredPartners Investment Advisors’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	-1,825	Closed	-$218K	–	434
2025 Q4	$218K	Buy	+1,825	New	+$216K	0.03%	321
2025 Q2	–	Sell	-2,442	Closed	-$241K	–	338
2025 Q1	$241K	Sell	2,442 -202	-8%	-$21.9K	0.05%	291
2024 Q4	$297K	Buy	+2,644	New	+$283K	0.06%	275

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

AssuredPartners Investment Advisors's XLY Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,825 shares — an estimated $218K sold.

AssuredPartners Investment Advisors first reported a position in XLY in Q4 2024 and held it in 3 quarters. The position peaked at $297K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

AssuredPartners Investment Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
AssuredPartners Investment Advisors sold 1,825 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $218K.
AssuredPartners Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
AssuredPartners Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $297K 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 AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.