Atlantic Private Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Atlantic Private Wealth’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	$125K	Hold	1,150	–	–	0.08%	78
2025 Q4	$137K	Hold	1,150	–	–	0.09%	71
2025 Q3	$138K	Hold	1,150	–	–	0.09%	66
2025 Q2	$125K	Hold	1,150	–	–	0.08%	65
2025 Q1	$114K	Hold	1,150	–	–	0.08%	73
2024 Q4	$129K	Hold	1,150	–	–	0.1%	57
2024 Q3	$115K	Hold	1,150	–	–	0.09%	56
2024 Q2	$105K	Hold	1,150	–	–	0.09%	48
2024 Q1	$106K	Hold	1,150	–	–	0.09%	52
2023 Q4	$103K	Hold	1,150	–	–	0.09%	50
2023 Q3	$92.6K	Hold	1,150	–	–	0.09%	44
2023 Q2	$97.6K	Buy	+1,150	New	+$88K	0.1%	45

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

Atlantic Private Wealth's XLY Position: Q1 2026 in Review

Atlantic Private Wealth held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 1,150 shares worth $125K. The position accounts for 0.08% of the portfolio, ranked #78.

Atlantic Private Wealth first reported a position in XLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $138K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Atlantic Private Wealth held 1,150 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $125K as of Q1 2026.
Atlantic Private Wealth left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.08% of Atlantic Private Wealth's portfolio in Q1 2026, its #78 holding.
Atlantic Private Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Atlantic Private Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $138K in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.